At a Glance
- Tasks: Support Financial Planners with complex cases and bespoke reports.
- Company: Leading national firm with a vibrant and inclusive culture.
- Benefits: Competitive salary, generous pension, private healthcare, and flexible working.
- Other info: Modern Glasgow office with a collaborative atmosphere and commitment to diversity.
- Why this job: Join a dynamic team and unlock your potential with clear career progression.
- Qualifications: Strong knowledge of pensions, investments, and excellent report-writing skills.
The predicted salary is between 54000 - 66000 £ per year.
Are you a skilled Paraplanner looking to take your career to the next level?
Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities?
Career
Growth: Structured development programmes, funded qualifications (CII), and clear pathways to Adviser or Senior Paraplanner roles.
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, flexible/hybrid working, and performance bonuses.
Vibrant Glasgow Office: Modern workspace in the heart of the city with a collaborative, supportive team culture.
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.
Visit the IDEX Consulting Ltd website for further opportunities.
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Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Services Job type: Permanent
Pension Paraplanner in Glasgow employer: Idex Consulting
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