Senior Paraplanner

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Bonus scheme

Pension

Job summary

IDEX Consulting Ltd. is seeking a wealth management professional to work closely with top-performing IFAs and a high net worth client base in Glasgow. You will handle the full spectrum of investments, pensions and tax planning, delivering tailored, high-quality financial advice.

The role offers a top-end salary and benefits package, including a strong bonus scheme and pension. There is an option to work 2 days in the office, with proximity to Glasgow for meetings, and a culture of growth within

Qualifications

• Must hold a full financial planning diploma.
• Experience handling complex investment cases and products.
• Strong communication skills with high net worth clients.

Responsibilities

• Collaborate with top-producing IFAs and serve high net worth clients.
• Manage investments, pensions and tax planning within integrated wealth solutions.
• Provide comprehensive financial advice and tailored recommendations.

Skills

Client relationship management

Wealth products knowledge

Pensions experience

Tax planning knowledge

Education

Full financial diploma

Job description

A very exciting position has just arisen at this highly rated Wealth Management Firm.

You will work very closely with some top producing IFA’s who have a large high net worth client base.

These clients have some complex requirements and you will be dealing with the full spectrum of products including investments, pensions and tax planning.

In return you will receive a top end salary and benefits package including great bonus scheme and pension.

There is an option to be 2 days in the office (or more if you prefer) but you must be in a commutable distance to Glasgow for some meetings.

You must be full diploma and have some technical experience working in more complicated cases and products.

A really amazing team, culture and opportunities for further growth.