Paraplanner - #2079287

IDEX Consulting Ltd


Date: 1 week ago
City: Edinburgh
Salary: £40,000 - £50,000 / year
Contract type: Full time
Work schedule: Full day
IDEX Consulting Ltd

Paraplanner

Locations Edinburgh (Hybrid)


An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh


Responsibilities:

  • Client analysis and cash flow modelling
  • Preparation of financial planning solutions (investment, retirement, tax, IHT)
  • Writing suitability reports and client documentation
  • Supporting reviews and maintaining client records
  • Liaising with advisers, clients, and external professionals


Requirements:

  • Level 4 Diploma in Financial Planning (or equivalent)
  • 2+ years’ experience in financial services
  • Strong technical, analytical, and report writing skills


Benefits:

  • Competitive salary
  • Hybrid working
  • 25 days holiday + option to buy/sell
  • Pension, private medical & protection cover
  • Bonus scheme and training support

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