Paraplanning Expert
14 hours ago
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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