Senior Paraplanner Glasgow

IDEX Consulting Ltd

Posted a month ago, valid for 7 days

Glasgow, City of Glasgow G62 6EP, Scotland

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

An experienced Paraplanner position is available with a well-known chartered financial planning firm, primarily remote with occasional travel to Scotland.
The role requires a minimum of 2-3 years of experience and a Level 4 diploma, with a preference for candidates working towards Chartered status.
Responsibilities include conducting research, preparing client suitability letters, financial report writing, and ensuring accurate implementation of recommendations.
The position offers a competitive salary along with a comprehensive benefits package.
Candidates can expect to work mostly remotely while being part of a supportive team environment.

Paraplanner (mostly remote - travel required to offices in Scotland once/twice a month)An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with 2-3 years' minimum experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.In return you will get the opportunity to work remote most of the time, and excellent salary and benefits.

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Our Diversity, Equity and Inclusion Mission

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.

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