Paraplanning Expert

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...

About the Role:A highly respected Wealth Management company in Glasgow is seeking a skilled Financial Planner to join their team.With a strong portfolio of existing clients, this company offers an excellent opportunity for an experienced adviser to expand their client base and grow professionally.Key responsibilities include advising High Net Worth...

About the RoleWe are looking for an experienced Paraplanning Expert 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.Key Responsibilities:To prepare high-quality written advice and provide technical research services to our...

Join our team as a Paraplanning Expert and contribute to delivering exceptional results for our clients. With a competitive salary of £38,000-£45,000 per annum, depending on experience, you will have the opportunity to develop your skills and expertise in financial planning.About the Role:In this challenging and rewarding role, you will be responsible for...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...

Job DescriptionA financial planning specialist is sought for a home based or desk based role with a growing financial planning firm, IDEX Consulting. The ideal candidate holds a CAS (or is working towards) and a Level 4 diploma, with experience in Microsoft Word, Excel and databases.The estimated salary for this position is £40,000 - £60,000 per annum,...

Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus...

Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus...

Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level.They are currently seeking an experienced...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Job Description Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Financial Planner - Leading Wealth & Investment Management OrganisationGlasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...