Senior Paraplanner

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

Bonus scheme

Pension

Great culture

Job summary

IDEX Consulting Ltd. in Glasgow is representing a wealth management professional to work with top producing IFAs and a high net worth client base. You will cover investments, pensions and tax planning with complex requirements.

The role offers a top end salary plus a generous bonus scheme and a solid pension. There is flexibility to work fully remotely or to split time with 2 days in the office, with meetings in Glasgow as needed.

Qualifications

• Must have full diploma.
• Experience with complex investment cases.

Responsibilities

• Manage investments, pensions and tax planning for high net worth clients.
• Collaborate with senior IFAs to serve clients.

Skills

Technical investment experience

High net worth client experience

Education

Diploma (full)

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 fully remote or 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.