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 responsibilitiesAnalyse client requirements and produce cash flow modelsPrepare financial planning solutions across investment, retirement, tax and inheritance planningWrite suitability reports and client documentationSupport client reviews and maintain accurate client recordsLiaise with Advisers, clients and external professionals to implement recommendationsWhat you'll bringDiploma in Financial Planning (level 4) as a minimumPrevious paraplanning experienceExcellent technical knowledge and report-writing skillsStrong analytical, organisational and communication skillsCommitment to ongoing professional developmentBenefitsCompetitive salaryHybrid working (3 days office/2 days home)25 days' annual leave plus the option to buy or sell additional daysPension, private medical insurance and protection coverPerformance-related bonusOngoing training and career developmentVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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 ServicesJob type: Flexible / Work From Home

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