Senior Paraplanner – Wealth Planning & Modelling

IDEX Consulting Ltd; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

25 days holiday + option to buy/sell

Pension

Private medical & protection cover

Job summary

IDEX Consulting Ltd is seeking a Level 4 qualified Paraplanner to join their fast-growing wealth management firm in Edinburgh. The role involves client analysis, preparation of financial planning solutions, and writing suitability reports. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 2 years of experience in financial services. The position offers comprehensive benefits, including 25 days holiday, pension, and private medical cover.

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent).
• 2+ years of experience in financial services.
• Strong technical, analytical, and report writing skills.

Responsibilities

• Client analysis and cash flow modelling.
• Preparation of financial planning solutions.
• Writing suitability reports and client documentation.
• Supporting reviews and maintaining client records.
• Liaising with advisers, clients, and external professionals.

Skills

Technical skills

Analytical skills

Report writing skills

Education

Level 4 Diploma in Financial Planning

Job description

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