Senior Paraplanner: High Net Worth Wealth & Tax Planning

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Bonus scheme

Pension

Zusammenfassung

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

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Client relationship management

Wealth products knowledge

Pensions experience

Tax planning knowledge

Ausbildung

Full financial diploma

Jobbeschreibung

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