Job description
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team.
The Role
Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes.
Key Responsibilities
- Research and analyse suitable financial planning solutions
- Prepare suitability reports using Genovo
- Produce illustrations and supporting documentation
- Assist with implementation of recommendations and trades
- Maintain accurate client files and upload compliance documents
- Prepare valuations and cashflow modelling (annual reviews)
- Support FCA ongoing suitability requirements
- Attend client meetings where required
Requirements
- Minimum level 4 diploma in Regulated Financial Planning
- Working towards level 6/Chartered (desirable)
- Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan)
What's on Offer
- Competitive salary
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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.
