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Paraplanner

Glasgow (Glasgow City)
Idex Consulting
Posted: 11 August
Offer description

Job description

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a smaller independent firm that offers unrivalled career development and progression opportunities?

Why Join
Career Growth:Structured development programmes, funded qualifications (CII/CISI), and clear pathways to Adviser or Senior Paraplanner
High-Quality Work: Support a team of experienced Financial Planners with complex cases, bespoke reports, and top-tier client service.
Great Benefits: Competitive salary, generous pension, private healthcare and performance bonuses.
Vibrant Glasgow Office: workspace in the heart of the city with a collaborative, supportive team culture.

What We're Looking For:
Experience in paraplanning (ideally Level 4 Diploma qualified or working towards it).
Strong technical knowledge of pensions, investments, and tax planning.
Excellent report-writing skills and attention to detail.
A proactive mindset with a passion for professional growth.

Ready to Elevate Your Career?
If you're ambitious and ready to thrive in a dynamic, forward-thinking firm, we want to hear from you!

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