Paraplanner

An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning.

Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members.

Key ResponsibilitiesPrepare detailed financial plans and suitability reportsSupport client review and new client meetingsResearch and analyse investments, pensions, protection, and tax strategiesReview portfolios to ensure alignment with objectives, risk, and complianceLiaise with advisers, administrators, and providers to implement adviceMaintain accurate client records and contribute to advice process improvementsAbout YouCII Level 4 Diploma (minimum); Level 6 study desirableProven paraplanning experience within IFA/wealth managementStrong technical knowledge of pensions, investments, tax wrappers, and protectionConfident using financial planning and cashflow softwareIn return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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. Discipline(s): Financial ServicesJob type: Permanent

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