Paraplanner

IDEX Consulting Ltd

Posted 14 days ago, valid for 11 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Idex Consulting is seeking a Paraplanner for an IFA in Edinburgh, specializing in bespoke wealth management for high net worth clients.
The role allows for flexible working arrangements, with limited office attendance required.
Candidates must hold a Diploma level qualification and have full paraplanning experience, including report writing and research skills.
The position involves developing financial planning strategies, drafting reports, and performing cash flow modeling and tax calculations.
The expected salary for this role is not specified, but candidates should have relevant experience in the field.

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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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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