IDEX Consulting Ltd
Senior Paraplanner
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Exciting Position at Wealth Management Firm
You will work very closely with some top producing IFA's who have a large high net worth client base.
- These clients have some complex requirements and you will be dealing with the full spectrum of products including investments, pensions, and tax planning.
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In return, you will receive a top-end salary and benefits package including a great bonus scheme and pension.
- There is an option to be fully remote or 2 days in the office (or more if you prefer) but you must be in a commutable distance to Glasgow for some meetings.
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Requirements
- You must be full diploma and have some technical experience working in more complicated cases and products.
A really amazing team, culture, and opportunities for further growth.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
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