Senior Paraplanner

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports, develop cash flow models and deliver financial planning solutions across investments, pensions, retirement, tax and estate planning. You'll take ownership of complex client cases while helping to deliver an outstanding client experience.

Key responsibilities

Analyse client requirements and produce cash flow models

Prepare financial planning solutions across investment, retirement, tax and inheritance planning

Write suitability reports and client documentation

Support client reviews and maintain accurate client records

Liaise with Advisers, clients and external professionals to implement recommendations

What you'll bring

Diploma in Financial Planning (level
4) as a minimum

Previous paraplanning experience

Excellent technical knowledge and report-writing skills

Strong analytical, organisational and communication skills

Commitment to ongoing professional development

Benefits

Competitive salary

Hybrid working (3 days office/2 days home)25 days' annual leave plus the option to buy or sell additional days Pension, private medical insurance and protection cover

Performance-related bonus

Ongoing training and career development

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Our Diversity, Equity and Inclusion Mission 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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home