Paraplanner

IDEX Consulting Ltd

Posted 9 days ago, valid for 20 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£38,000 - £54,000 per annum

Full Time

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Sonic Summary

An experienced Paraplanner position is available with a well-known chartered financial planning firm based anywhere in Scotland, including Edinburgh, Glasgow, or Aberdeen.
The role offers a competitive salary ranging from £38,000 to £54,000 along with a comprehensive benefits package.
Candidates must possess a Level 4 diploma and ideally be working towards Chartered status, with relevant experience required to support Financial Planners.
Responsibilities include conducting research, preparing client suitability letters, and overseeing annual reviews, ensuring accurate implementation of recommendations.
The firm promotes a culture of diversity, equity, and inclusion, striving for a workplace where everyone can bring their authentic selves.

Paraplanner - Can be based anywhere in Scotland (Edinburgh/Glasgow, or Aberdeen)An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.Salary: £38,000 - £54,000 + Benefits

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.

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