Senior Paraplanner
Listed on 2026-01-12
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Finance & Banking
Accounting & Finance, Financial Analyst, Financial Reporting
Senior Technical Paraplanner – IDEX Consulting Ltd
Glasgow, Scotland, United Kingdom
You will be a senior member of the financial services team and will sit in on technical meetings. Your main responsibilities will be to provide complex technical support, full research of products using a variety of tools and bespoke report writing for high net worth clients. You will be working with the full spectrum of advice, including pensions, investments, tax and protection.
To be considered for this position you must have 3+ years minimum of paraplanning experience, minimum diploma and Chartered or working towards. You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.
Seniority levelMid‑Senior level
Employment typeFull‑time
Job functionResearch and Finance
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