At a Glance
- Tasks: Prepare reports, manage client communications, and ensure regulatory compliance.
- Company: Join a well-established IFA practice in Glasgow with a supportive team.
- Benefits: Highly competitive salary and opportunities for professional growth.
- Other info: Be part of a growing organisation with a dynamic work environment.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Experience in paraplanning and strong communication skills are essential.
The predicted salary is between 41850 - 51150 £ per year.
IDEX Consulting Ltd in Glasgow is seeking a Senior Paraplanner to join our established IFA practice.
You will obtain illustrations, prepare suitability reports and draft annual review letters, assisting the Planner with research and regulatory compliance.
You will manage pipeline updates, validate advice technically, and communicate clearly with clients to explain pros and cons.
This role offers a highly competitive package and growth with a growing organisation.
#J-18808-Ljbffr
Senior Paraplanner: Client Solutions & Compliance in Glasgow employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
