Paraplanner

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow and are seeking an experienced Paraplanner to join their team. This firm focuses on providing a high quality financial planning and investment management service. 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 looking for a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have a level 4 diploma and ideally be working towards Chartered status.

• Perform research
• Obtain illustrations
• Use analytical software
• Prepare client suitability letters and financial report writing
• Ensure recommendations are implemented accurately
• Check trades on investment platforms
• Oversee annual reviews and client liaison

• Level 4 diploma required
• Working towards Chartered status preferred

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.