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Paraplanner: Elevate Client-Focused Financial Planning
Job in
Dundee, Dundee City Area, DD1, Scotland, UK
Listed on 2026-06-04
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
IDEX Consulting is offering an exciting opportunity for an experienced Paraplanner in the Dundee office, one of the top practices in Scotland. This role involves supporting financial planners with their client dealings and collaborating with the business support team.
The successful candidate will assist in preparing for client meetings, produce essential documentation, and facilitate comprehensive client reviews. A CII Level 4 Diploma in Regulated Financial Planning or equivalent is required or in progress.
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