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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 available in Glasgow City Centre for a Senior Paraplanner to support a financial planner in delivering 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 that meet client needs.
  • Deliver outstanding customer service, ensuring tasks are completed accurately and on time.
Ideal Candidate:
  • Proven experience in handling high net worth individuals and proficiency in report writing.
  • Organized, detail-oriented, and possessing 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. If you are a motivated and detail-focused individual looking to advance your career in a supportive environment, apply now to seize this opportunity.

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 the importance of diversity and are committed to driving conscious inclusion across our business.