PARAPLANNER - IDEX Consulting Ltd : Job Details

Salary to £53,000 plus top benefits package

Our client, is a highly reputable Wealth Managers based in Glasgow.

They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.

The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers using the best of research tools.

Candidates must have 3 yrs + Paraplanning experience and possess Diploma Level 4 in regulated financial planning (or at least will ahve completed some of the exams). Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time. This is a full time role offering a long term career path of your choice.

This is an exciting opportunity to join a growing business with lots of opportunity for career progression.

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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.