PARAPLANNER; half

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Glasgow City Centre.

As a Paraplanner, your main responsibilities will include providing technical support, conducting full research of products using various tools, and preparing bespoke reports.

You will be working with pensions, investments, tax, and protection products, dealing with a diverse range of clients, including high net worth individuals.

To be considered for this position, candidates must have prior experience in paraplanning. A Diploma Level 4 qualification or working towards it is essential.

The role offers a very competitive basic salary, bonus potential, and a comprehensive benefits package, including flexible benefits.

This is an exciting opportunity to join a growing team with significant career development potential!

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Our Diversity, Equity, and Inclusion Mission

At IDEX, we aim to foster an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that achieving diverse representation at all levels requires ongoing, measurable efforts. We are committed to promoting conscious inclusion and creating equitable career pathways.