Senior Paraplanner (Glasgow)

Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients.

The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week (or month if preferred!)

About the role:

• Develop financial planning strategies in line with the client's needs, goals and objectives.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• Cash flow modelling, tax calculations, liaising with product providers etc.

THE CANDIDATE

• Must be Diploma level (or equivalent) and looking to work towards Chartered status
• The candidate must have full paraplanning experience
• Experience in report writing and research
• Able to be an excellent team player

In return you will be joining an amazing team of people in Glasgow and the firm offers huge growth and career potential to anyone that joins.

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