Senior Paraplanner - Remote/Hybrid for HNW Wealth

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

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.