Senior Paraplanner – Wealth Planning & Modelling
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-30
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh
Responsibilities:
- Client analysis and cash flow modelling
- Preparation of financial planning solutions (investment, retirement, tax, IHT)
- Writing suitability reports and client documentation
- Supporting reviews and maintaining client records
- Liaising with advisers, clients, and external professionals
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent)
- 2+ years’ experience in financial services
- Strong technical, analytical, and report writing skills
- 25 days holiday + option to buy/sell
- Pension, private medical & protection cover
Position Requirements
10+ Years
work experience
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