Paraplanner

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.The purpose of this role is to support the Financial Planners through the efficient management and administration of client recommendations and the review process.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.To be considered for the Paraplanner position you must already have experience in this area. Diploma Level 4 or working towards it is essential.You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits..

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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.