Senior Paraplanner

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities?

• Career Growth:
  Structured development programmes, funded qualifications (CII), and clear pathways to Adviser or Senior Paraplanner roles.
• High-Quality Work:
  Support a team of experienced Financial Planners with complex cases, bespoke reports, and top-tier client service.
• Great Benefits:
  Competitive salary, generous pension, private healthcare, flexible/hybrid working, and performance bonuses.
• Vibrant Glasgow Office:
  Modern workspace in the heart of the city with a collaborative, supportive team culture.

• Experience in paraplanning (ideally Level 4 Diploma qualified or working towards it).
• Strong technical knowledge of pensions, investments, and tax planning.
• Excellent report-writing skills and attention to detail.
• A proactive mindset with a passion for professional growth.

If you're ambitious and ready to thrive in a dynamic, forward-thinking firm, we want to hear from you!

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.