Senior Financial Planning Specialist

4 weeks ago


Glasgow, Glasgow City, United Kingdom Idex Consulting Full time
Senior Paraplanner Opportunity

Idex Consulting is seeking a highly skilled Senior Paraplanner to support our financial planning team in Glasgow. As a key member of our team, you will work closely with our financial planners to deliver exceptional services to high net worth individuals with portfolios ranging from £1m to £5m.

Key Responsibilities:
  • Analyse and prepare financial reports with precision using our proprietary IO system.
  • Assist in developing financial plans and investment strategies that meet our clients' needs.
  • Provide exceptional 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. If you are a motivated and experienced professional looking to advance your career in a relaxed and supportive environment, we encourage you to apply.



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