Job description
An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.
You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members.
Key Responsibilities
- Prepare detailed financial plans and suitability reports
- Support client review and new client meetings
- Research and analyse investments, pensions, protection, and tax strategies
- Review portfolios to ensure alignment with objectives, risk, and compliance
- Liaise with advisers, administrators, and providers to implement advice
- Maintain accurate client records and contribute to advice process improvements
About You
- CII Level 4 Diploma (minimum); Level 6 study desirable
- Proven paraplanning experience within IFA/wealth management
- Strong technical knowledge of pensions, investments, tax wrappers, and protection
- Confident using financial planning and cash-flow software
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. Please note that the information supplied may be retained for up to 10 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.
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.
