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Senior Paraplanner

Job description

Location: Glasgow
Salary: £40,000 - £50,000 plus excellent bonus package

Job Description:

Idex Consulting are working on an excellent opportunity for a Paraplanner in Glasgow to join a well stablished Financial Planning firm. This chartered financial advice practice is looking to take on a new colleague due to a period of sustained growth.

This is a fantastic time to join an organisation where you will be encouraged and supported to unlock your true potential, allowing you to build a fulfilling and rewarding life long career pathway.

As a paraplanner, you will be supported by a dynamic administration team enabling you to focus on offering clients the experience they deserve from working with a leading wealth management company.

You will experience a varied workload including complex and interesting cases. You will be able to work closely with the advice team in order to ensure the best possible outcome for the client.

What's in it for you:

  • A supportive and client-focused outlook
  • Excellent staff retention, long-serving team
  • Fully funded studies towards chartered
  • Tailored opportunities for career progression to match your career aims and ambitions.
  • Industry leading salary and benefits package.
  • Beautiful offices in an excellent central location (flexible working will be supported)

Skills and experience required:

  • Level 4 financial planning diploma qualified preferable or working towards
  • 2yrs Paraplanning experience
  • Strong communications skills, both internally and externally
  • A desire to exceed expectations and provide excellence in customer service

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