Senior Paraplanner

Idex Consulting has an opportunity for a Paraplanner to join an investment financial adviser based in Glasgow that provides a personal, independent and bespoke wealth management service to high‑net‑worth clients.

The firm offers the opportunity to work flexibly, so you may only be in the office a few times per week (or month if preferred).

• Develop financial planning strategies in line with the client’s needs, goals and objectives.
• Draft client‑centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• Cash flow modelling, tax calculations, liaising with product providers, etc.

• Must be Diploma level (or equivalent) and looking to work towards Chartered status.
• The candidate must have full paraplanning experience.
• Experience in report writing and research.
• Able to be an excellent team player.

In return you will be joining an amazing team in Glasgow and the firm offers huge growth and career potential to anyone who joins.

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.