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Senior Paraplanner - Wealth Planning & Reports
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-01-10
Listing for:
IDEX Consulting
Part Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A leading investment advisory firm in Glasgow is looking for a Paraplanner to develop personalized financial planning strategies for high-net-worth clients. This role requires diploma-level qualifications, full paraplanning experience, and expertise in report writing. You will enjoy flexible working arrangements and the opportunity for career growth within a supportive team environment. The firm emphasizes an inclusive culture, striving for diverse representation at all levels.
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Position Requirements
10+ Years
work experience
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