Senior Financial Planner

3 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Ltd Full time
Job Description
We are seeking a skilled Wealth Planning Specialist to join our team at IDEX Consulting Ltd in Glasgow. This exciting opportunity will allow you to work closely with a team of experienced Advisors and partners to deliver high-quality advice to clients.
The successful candidate will have the ability to prepare written advice and provide technical research services, ensuring that client advice is delivered efficiently and effectively.
The ideal candidate will possess strong technical knowledge and research skills, particularly in financial services products, as well as relevant experience in a Wealth Management environment.
In return for your expertise, you will receive a competitive salary package, including a top-rate salary, and excellent bonus opportunities.
Key Responsibilities:
  • Prepare written advice and provide technical research services
  • Evaluate and analyze existing investments to formulate advice
  • Participate in team meetings and contribute to decision-making processes
  • Assist with new business initiatives and contribute to company growth

Required Qualifications and Skills:
  • Diploma level (or equivalent) qualification in a relevant field
  • Full paraplanning experience, ideally in a fee-based environment
  • Strong communication and drafting skills
  • Ability to attend client meetings and provide advice

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