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Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.
About the role:
- Develop financial planning strategies in line with the client's needs, goals and objectives.
- Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
- Cash flow modelling, tax calculations, liaising with product providers etc.
THE CANDIDATE
- Must be Diploma level (or equivalent) and looking to work towards Chartered status
- The candidate must have full paraplanning experience
- Experience in report writing and research
- Able to deal with a fast pace and high pressure
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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.
