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The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service.During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.The firm has the flexibility to mould the perfect opportunity around each person's specific skill-set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.In order to be considered for this unique opportunity, candidates need to have -
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Working towards Diploma level 4 qualification
In return you will receive a generous salary and benefits package and will have the opportunity to progress to paraplanner and subsequently IFA if desired.
The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service.During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.In order to be considered for this unique opportunity, candidates need to have -
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Working towards Diploma level 4 qualification
In return you will receive a generous salary and benefits package and will have the opportunity to progress to paraplanner and subsequently IFA if desired.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
