Accessibility Links


  • Salary: £36000 - £45000 per annum + Excellent benefits package
  • Location: Glasgow
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    25 May 2021
  • Job reference: 35700

Our client is looking for a new Paraplanner to join their team Glasgow.
Specific activities include:

  • Check all compliance paperwork is present
  • Discuss client objectives with Financial Advisers
  • Conduct research into new products
  • Write suitability reports
  • Ensure all compliance paperwork is in order and accurate
  • Make changes to clients' investments as instructed
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients

Great staff benefits, flexible working as well as a generous bonus scheme, are also available.

Please get in touch as soon as possible to discuss

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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 clients include: