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Senior Paraplanner – Wealth Planning & Modelling
Source: WhatJobs
£30,000–£50,000
An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh
Responsibilities:
Client analysis and cash flow modelling
Preparation of financial planning solutions (investment, retirement, tax, IHT)
Writing suitability reports and client documentation
Supporting reviews and maintaining client records
Liaising with advisers, clients, and external professionals
Requirements :
Level 4 Diploma in Financial Planning (or equivalent)
2+ years’ experience in financial services
Strong technical, analytical, and report writing skills
25 days holiday + option to buy/sell
Pension, private medical & protection cover
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Full job description from WhatJobs. Apply for this role →
£30,000–£50,000
Location City of Edinburgh
Employer IDEX Consulting Ltd
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