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Senior Financial Planner

2 months ago

Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time
Senior Paraplanner Opportunity

Exciting role in a niche financial planning business in Glasgow city centre. Collaborate with a financial planner to deliver exceptional services to high net worth clients with portfolios ranging from £1m to £5m.

Key Responsibilities:
  • Analyse and prepare financial reports with precision using the IO system.
  • Assist in developing financial plans and investment strategies.
  • Provide outstanding customer service, ensuring tasks are completed accurately and on time.
Ideal Candidate:
  • Experience in handling high net worth individuals and proficiency in report writing.
  • Organized, detail-oriented, and possess excellent analytical skills.
  • Diploma qualified or working towards it in the financial industry.

This role offers a competitive salary, hybrid working, and further qualification support. Apply now to advance your career in a relaxed and supportive environment.

At IDEX Consulting Ltd, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.