Paraplanner - #2194525

Idex Consulting are working with a leading national financial planning firm looking to recruit an Paraplanner to join their growing Edinburgh team.

The Role

• Preparing suitability reports, recommendation letters and review documents, with supervision
• Gathering and checking client information and carrying out product, provider and fund research
• Assisting with calculations across pensions, investments, protection and tax planning
• Ensuring work meets regulatory requirements and Consumer Duty principles
• Working closely with Financial Planners to progress cases and support client reviews

About You

• Your will have paraplanning experience
• Level 4 qualification (e.g. DipPFS), or working towards
• Strong written communication, analytical skills and attention to detail

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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.