Idex Consulting has an exciting opportunity for a Paraplanner to join an IFA based in Glasgow, providing a personal, independent, and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities, this could be an excellent opportunity for you.
The firm offers flexible working arrangements, allowing you to work in the office only a few times per week.
About the role:
1. Develop financial planning strategies aligned with clients' needs, goals, and objectives.
2. Draft client-centric financial planning reports to meet or exceed activity targets and compliance standards.
3. Perform cash flow modelling, tax calculations, and liaise with product providers.
The candidate:
* Ideally hold a Diploma level qualification (or equivalent) and be working towards Chartered status.
* Must have full paraplanning experience.
* Experience in report writing and research.
* Ability to work in a fast-paced environment within a busy team.
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