At a Glance
- Tasks: Support Financial Planners by producing reports and conducting detailed research.
- Company: Join a leading national financial planning firm in a collaborative Edinburgh team.
- Benefits: Enjoy hybrid working, career progression, and a supportive work environment.
- Other info: Embrace an inclusive culture that values diversity and authenticity.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Previous Paraplanning experience and strong technical knowledge required.
The predicted salary is between 54000 - 66000 £ per year.
Idex Consulting are working with a leading national financial planning firm looking to recruit an experienced Paraplanner to join their growing Edinburgh team.
Working closely with Financial Planners, you'll provide technical support by producing high-quality suitability reports, carrying out detailed research and helping deliver tailored financial planning solutions for clients.
Key Responsibilities Produce suitability reports across a range of advice areas.
Conduct research using Defaqto, FE Analytics and other systems.
Prepare illustrations, quotations and client documentation.
Support Financial Planners with complex case analysis.
Maintain accurate client records on the i O back-office system.
Keep up to date with regulatory and legislative changes.
About You Previous Paraplanning experience within an IFA or Financial Planning firm.
Diploma qualified or working towards it.
Strong technical knowledge of pensions, investments, tax and estate planning.
Excellent report writing and communication skills.
Experience with Defaqto, FE Analytics and i O is advantageous.
This is an excellent opportunity to join a respected national business offering hybrid working, career progression and a collaborative team environment.
Visit the IDEX Consulting Ltd website for further opportunities.
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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
Paraplanner in Midlothian employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
