Exciting Opportunity in City Centre Glasgow! 🌟

Join a niche financial planning business as a Senior Paraplanner, supporting one financial planner in providing top-notch services to clients with £1m - £5m portfolios.

Key Responsibilities:
- Analyse and prepare financial reports with precision using the IO system
- Assist in developing financial plans and investment strategies
- Deliver exceptional customer service, ensuring tasks are completed accurately and on time

Ideal Candidate:
- Experienced in handling HNW individuals and proficient in report writing
- Organized, detail-oriented, and possess excellent analytical skills
- Diploma qualified or working towards it in the financial industry

This role offers a high salary, hybrid working, and further qualification support. Don't miss this chance to advance your career in a relaxed and supportive environment. Apply now to seize this fantastic opportunity! 🚀

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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.