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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Recommended Jobs
RMN Jobs
JOB OVERVIEW Are You Looking for RMN Jobs in Glasgow? We have exciting opportunities for Registered Mental Health Nurses (RMNs) to join our dedicated mental health team in Glasgow. Whether you ar…
Senior Manager - Private Capital Transactions
Are you an experienced Tax Advisor looking to build your career in a truly dynamic transaction environment? We’re recruiting into a specialist Private Capital Transaction Tax team in London that br…
Crane Supervisor
Our client is currently seeking to recruit an experienced Crane Supervisor for cover in Glasgow starting Monday 13th April for 2 days cover. You must be prepared to do a drug and alcohol test if requ…
Family Support Worker
FAMILY SUPPORT WORKER Join Early Years Scotland (EYS) new Family Support Service (FSS) at HMP Dumfries! Are you a passionate, confident, and supportive individual looking to make a real differe…
Payroll Assistant
Finance Assistant Prestwick £32,000 Temp-to-Perm | Flexible Hours | Immediate Start | Exciting Period of Transformation We're recruiting on behalf of a leading business in Prestwick going through a…
Interim Analyst, Revenue Accounting (12months FTC)
The Analyst for Revenue Accounting will assume responsibility for delivering the day-to-day processes that will ensure smooth running of the Revenue Accounting function within Hilton’s UK Centre of…
Team Member (Stock) - Glasgow Bishopbriggs (N114602)
SHIFTS YOU ARE APPLYING FOR: 17hrs p/w; Mon 07:00 - 10:30; Tue 09:30 - 12:30; Thu 08:30 - 11:30; Fri 16:00 - 20:00; Sat 14:30 - 18:00 Working as part of a fast-paced store team, your top priority…
Cleaner
PPM Recruitment are recruiting for a cleaner in the Glasgow area. General cleaning within an office space. Monday to Friday 10am to 2pm Temp to perm position Immediate start To apply p…
Procurement Manager
Ref 78214 Vacancy title Procurement Manager Function(s) Procurement Contract type Full time permanent Region Scotland Location(s) Glasgow - Hybrid Description Procurement Manager Glasgow Tale…
Electrical Design Engineer
Job Description Summary We are looking to recruit an electrical design engineer within our systems engineering organisation. Based in our design office in Glasgow, you will be responsible for deve…