We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Glasgow (Bishopbriggs).
Your main responsibilities will include providing technical support, conducting full research of financial products using various tools, and preparing bespoke reports.
You will work with pensions, investments, tax, and protection products, serving a diverse client base, including high net worth individuals.
To be considered for this role, candidates must have prior experience in paraplanning. A Diploma Level 4 or working towards it is essential.
In return, you will receive a competitive salary, bonus potential, and a benefits package that includes a range of flexible options.
This is an exciting opportunity to join a growing team with significant career development potential!
Visit the IDEX Consulting Ltd website for more opportunities. Please note that the information provided may be retained for up to 10 years for future vacancy considerations. For details on how we handle your data, please review the Privacy Policy on our website.
Our Diversity, Equity, and Inclusion Mission
At IDEX, we foster an inclusion-first culture where everyone is treated fairly and encouraged to bring their authentic selves to work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are committed to promoting conscious inclusion and creating equitable opportunities throughout our organization.
#J-18808-Ljbffr