Trainee Paraplanner

Exciting Opportunity in Glasgow for Trainee Paraplanner - £40,000 SalaryJoin a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of paraplanning.Key Responsibilities:

• Preparation and upkeep of client files and compliance documents.
• Conducting market research, cash flow analysis, and portfolio reviews.
• Crafting suitability reports and personalized financial plans.
• Supporting annual reviews and participating in client meetings.
• Assisting in implementing client recommendations.
• Staying updated on financial planning, taxation, legislation, and FCA guidelines.Candidate Profile:
• Minimum 2 years' experience in financial services support.
• Progression towards Level 4 Certificate in Paraplanning (minimum 2 completed CII exams).
• Strong knowledge in pensions, ISAs, trusts, IHT planning, and compliance.
• Exceptional written and verbal communication abilities.
• Organized with keen attention to detail and effective workload prioritization.
• Professional, client-oriented, and a collaborative team member.Offer Includes:
• Competitive salary
• Support for professional qualifications and career growth.
• Opportunity to join an ethical, values-driven financial planning team in Glasgow.

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Our Diversity, Equity and Inclusion Mission

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.