Senior Paraplanner – Hybrid Wealth Planning Expert
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-30
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
IDEX Consulting in Edinburgh seeks an experienced Senior Paraplanner (Level
4) to join a fast-growing wealth management firm. You will provide high-quality technical support, prepare tailored suitability reports, and develop cash flow models across investments, pensions, retirement, tax and estate planning.
You will own complex client cases, work closely with Financial Advisers, and help deliver an outstanding client experience. Hybrid working available.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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