At a Glance
- Tasks: Support Financial Advisers by preparing tailored financial planning solutions and reports.
- Company: Fast-growing wealth management firm in Edinburgh with a focus on inclusion.
- Benefits: Competitive salary, hybrid working, 25 days annual leave, and performance-related bonuses.
- Other info: Ongoing training and career development opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and previous paraplanning experience required.
The predicted salary is between 54000 - 66000 £ per year.
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 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
Senior 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.
