Financial Planning Specialist

15 hours ago


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

We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow.

This is a fantastic opportunity for a skilled Paraplanner to work remotely, with the option to spend 2-3 days per month in the office. The role involves preparing high-quality written advice and providing technical research services to our team of Advisors and partners.

The Role:

  • To prepare detailed financial plans and provide expert technical research services to support our Advisors and clients.
  • To ensure that all client advice is of the highest quality and delivered efficiently.
  • To participate actively in team meetings, identifying key issues and driving actions to resolution.
  • To assist with new business initiatives and contribute to the ongoing progression of our team and company.
  • To maintain strong technical knowledge of financial services products and offer expert research services.
  • To have relevant experience in a Wealth Management environment, with a strong track record of delivering high-quality advice.
  • To possess excellent communication skills, both verbally and in writing.
  • To be able to draft client advice effectively and attend client meetings confidently.

Requirements:

  • Ideal Diploma level (or equivalent) qualification.
  • A minimum of 2 years' experience as a Paraplanner in a fee-based environment.
  • Strong experience in discretionary management, cash flow modeling, and financial planning analysis.
  • Ability to formulate high-quality advice with our Wealth Advisers.
  • Excellent report-writing and research skills, particularly in pre-sale scenarios.

Estimated salary: £40,000 - £60,000 per annum, depending on experience.



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