Paraplanner

IDEX Consulting; Glasgow; On-site; GBP 35,000 - 55,000; Full time

Job summary

A well-respected financial planning firm is seeking a Financial Planner in Scotland to manage client finances and ensure compliance with regulatory standards. The ideal candidate will have a Diploma Paraplanner, strong analytical skills, and experience with financial planning tools. This role provides an opportunity to support clients in achieving their financial aspirations while delivering personalized investment strategies.

Benefits

Competitive salary and excellent benefits

Qualifications

• Diploma Paraplanner is essential.
• Experience with iO, Excel, and financial planning tools is necessary.
• Strong communication skills and team collaboration.

Responsibilities

• Evaluate clients' income, expenses, assets, and goals.
• Prepare comprehensive reports on investments and planning.
• Ensure compliance with FCA regulatory standards.

Skills

Communication

Financial Analysis

Team Player

Research & Due Diligence

Education

Diploma Paraplanner

Tools

iO

Excel

Financial Planning Tools

Job description

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,.

Key Responsibilities

• Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools.
• Report Preparation - Draft comprehensive reports covering investments, retirement, tax, and estate planning.
• Client Communication - Liaise with clients to gather relevant information and help articulate their financial aspirations.
• Regulatory Compliance - Ensure all recommendations and plans meet FCA regulatory standards.
• Research & Due Diligence - Analyse financial products and market trends to support tailored client strategies.
• Support Investment Recommendations - Assist planners in creating bespoke investment portfolios aligned with client objectives.
• Documentation - Maintain accurate and compliant client records and files.

Essential:

• Diploma Paraplanner
• Experience with iO, Excel, and financial planning tools
• Excellent communication (verbal & written)
• Strong team player with mentoring or coaching capability

Benefits

• Competitive salary and excellent benefits

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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.