Job description
A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
They are requiring a Senior Paraplanner with 5 years minimum experience to support the successful Financial Planners of the business. These planners write some of the highest figures of business in Scotland and their clients can have very complex needs. You MUST have level 4 diploma and ideally be working towards Chartered.
You will be responsible for performing technical research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.
You will be the most senior member of the team and will be expected to know all the technicalities of wealth planning.
In return you will receive a really excellent salary with amazing benefits and join a well-run business with great job satisfaction.
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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.
