PARAPLANNER NATIONAL FIRM

IDEX Consulting Ltd

Posted 2 days ago, valid for 2 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

A leading national firm is seeking a skilled Paraplanner to join their team and advance their career.
The role offers structured development programs, funded qualifications, and clear pathways to Adviser or Senior Paraplanner roles.
Candidates should have experience in paraplanning, ideally with a Level 4 Diploma or working towards it, along with strong technical knowledge of pensions, investments, and tax planning.
The position provides a competitive salary, generous pension, private healthcare, flexible/hybrid working, and performance bonuses.
The firm emphasizes a vibrant office culture in Glasgow and is committed to diversity, equity, and inclusion in the workplace.

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? Why Join Them?? 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. 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! ?? Apply now

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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