Paraplanner (small practice)

IDEX Consulting; Glasgow; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading Wealth Management firm in Glasgow is seeking a Paraplanner with at least 3 years of experience to join their team. This full-time role offers hybrid working options and opportunities for career advancement. The ideal candidate will provide comprehensive financial advice and work closely with clients to enhance their wealth management strategies.

Benefits

Hybrid working arrangements

Career progression opportunities

Qualifications

• Minimum of 3 years paraplanning experience.
• Diploma Level 4 required.
• Strong research skills preferred.

Responsibilities

• Conduct research and prepare reports for clients.
• Provide tailored financial recommendations.
• Liaise with clients using advanced research tools.

Skills

Research

Client Liaison

Education

Diploma Level 4 in regulated financial planning

Job description

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About the Client

Our client is a highly reputable Wealth Management firm based in Glasgow. They operate independently and are committed to providing holistic financial advice to individuals, trustees, and business owners to help them build, manage, and protect their wealth.

Job Responsibilities

• Conduct research and prepare reports
• Provide recommendations to clients
• Liaise with clients and financial providers using advanced research tools

Candidate Requirements

• Minimum of 3 years paraplanning experience
• Diploma Level 4 in regulated financial planning

Additional Information

Our client supports career progression, whether you're a dedicated paraplanner or aspiring to become an adviser in the future. The role is full-time with a long-term career path, offering hybrid and flexible working arrangements.

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