At a Glance
- Tasks: Support Financial Advisers with technical analysis and cash flow modelling.
- Company: Fast-growing wealth management firm in Edinburgh.
- Benefits: Hybrid working, professional development, and a supportive team environment.
- Other info: Opportunity for professional growth in a dynamic industry.
- Why this job: Own complex client cases and deliver high-quality planning solutions.
- Qualifications: Experience in paraplanning and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
IDEX Consulting is seeking an experienced Senior Paraplanner in Edinburgh to support Financial Advisers with technical analysis, cash flow modelling and tailored suitability reports across investments, pensions and tax planning.
You will own complex client cases, deliver high-quality planning solutions, and contribute to an outstanding client experience while developing professionally in a fast-growing wealth management firm.
Senior Paraplanner - Hybrid Planning & Cash-Flow Expert 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.
