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Senior Paraplanner - Hybrid Wealth Planning

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
Position: Senior Paraplanner - Hybrid Wealth Planning & Growth
A leading financial services firm in Glasgow is seeking a Paraplanner to join their team. The role involves developing financial planning strategies, drafting reports, and performing cash flow modelling for high net worth clients. Candidates should have a diploma level education, full paraplanning experience, and be team players. This position offers flexibility in working arrangements and significant growth potential within a supportive environment.
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Position Requirements
10+ Years work experience
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