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
#J-18808-Ljbffr
The following position is for a Paraplanner with IDEX Consulting Ltd.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner role in the description above.