Senior Paraplanner - #2105330

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh.
Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports, develop cash flow models and deliver financial planning solutions across investments, pensions, retirement, tax and estate planning. You'll take ownership of complex client cases while helping to deliver an outstanding client experience.

Key responsibilities

• Analyse client requirements and produce cash flow models
• Prepare financial planning solutions across investment, retirement, tax and inheritance planning
• Write suitability reports and client documentation
• Support client reviews and maintain accurate client records
• Liaise with Advisers, clients and external professionals to implement recommendations

What you'll bring

• Diploma in Financial Planning (level 4) as a minimum
• Previous paraplanning experience
• Excellent technical knowledge and report-writing skills
• Strong analytical, organisational and communication skills
• Commitment to ongoing professional development

Benefits

• Competitive salary
• Hybrid working (3 days office/2 days home)
• 25 days' annual leave plus the option to buy or sell additional days
• Pension, private medical insurance and protection cover
• Performance-related bonus
• Ongoing training and career development

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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.