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Job description

Idex Consulting are looking for a Paraplanner for a well known IFA.

This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

The ideal candidate will work from the Perth or Aberdeen Office.

Key Accountabilities Include

  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Preparing recommendations and suitability reports
  • Identifying areas for planning
  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
  • Preparing information/comparisons for analysis by Planner
  • Liaising with client's legal and tax advisors (if applicable)
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
  • Establishing and building strong relationships with clients

Person Specification

  • Excellent understanding of the financial planning process
  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection
  • Excellent suitability report writing skills
  • Keep up to date with new product, technical and legislative changes within the marketplace


  • Experience working within a financial planning company
  • Experience in a paraplanning role
  • Experience using client cash-flow modelling software preferable


  • Diploma in Financial Planning or equivalent is desired

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.