Paraplanner

IDEX Consulting Ltd

Posted 4 days ago, valid for 16 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

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Sonic Summary

Our client, a leading provider of independent financial advice with offices in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner.
The main responsibilities of the role include providing technical support, conducting product research, and bespoke report writing.
Candidates must have at least three years of paraplanning experience and be a minimum Level 4 qualified, with chartered status preferred.
Knowledge of cashflow systems is beneficial but not essential, and familiarity with the IO system is also a plus.
Salary is dependent on experience and includes benefits such as a company pension, group life cover, and healthcare.

Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. 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 will have:

At least three year's paraplanning experience
Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
Knowledge of cashflow systems would be beneficial but not essential
Knowledge of IO system

Salary & Benefits:Salary dependent on experienceCompany pension Group life cover Healthcare

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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.

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