Executive Director & Regional Manager
We are looking for a paraplanner to bolster the existing team within a highly regarded IFA in Glasgow.
Responsibilities include cashflow modelling and technical report writing.
The successful candidate will be working alongside their existing Paraplanner and providing support to three Financial Planners.
They are looking for high level of technical knowledge and experience of in all areas of financial planning.
Minimum of Diploma qualified, ideally advanced/chartered and experienced supporting in client meetings.
This person needs to be highly organised, analytical, and able to prioritise workloads to achieve deadlines.
If you are looking for a change, this firm is highly recommended.
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.