Job description
We are currently working with a reputable wealth management business with offices in Glasgow.
Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. They write all their reports bespoke so it will be an interesting role and will require lot's of technical research.
You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with technical support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning (or working towards).
The organisation will provide full support to attain further qualifications and have an excellent benefits package.
You will be joining a well known and highly respected organisation with excellent career development 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 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.
