Paraplanning Expert

14 hours ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time

At IDEX Consulting Ltd, we are looking for a Paraplanning Expert to join our team in Glasgow.

This role offers flexible working arrangements, with the option to work from home most days.

Key Tasks:

  • Develop and maintain in-depth knowledge of financial services products.
  • Support Advisors and partners in preparing high-quality client advice.
  • Collaborate with colleagues to drive business growth and improvement initiatives.

The successful candidate will hold a diploma or equivalent, possess extensive paraplanning experience in a fee-based environment, and demonstrate strong analytical and communication skills.

An attractive salary package, including an estimated £55,000 - £70,000 per annum, and excellent bonus opportunities are available for the right candidate.


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