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Senior Paraplanner - Hybrid Planning & Cash-Flow Expert
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-22
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
IDEX Consulting is seeking an experienced Senior Paraplanner in Edinburgh to support Financial Advisers with technical analysis, cash flow modelling and tailored suitability reports across investments, pensions and tax planning.
You will own complex client cases, deliver high-quality planning solutions, and contribute to an outstanding client experience while developing professionally in a fast-growing wealth management firm.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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