Accessibility Links

Senior Paraplanner -new March 2021

  • Salary: £36000.00 - £43000.00 per annum + Excellent benefits package
  • Location: Edinburgh
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Mar 2021
  • Job reference: 34900


We are looking for an experienced Senior Paraplanner to join a well established Independent Financial Adviser firm based in Edinburgh.


As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.


You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.


To be considered for the Paraplanner position you must already have experience in this area. Diploma Level 4 or working towards it is essential. Ideally you will be on your way to becoming Chartered and this firm will support all your studies.


You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits. If you would like to stay a Career Paraplanner this firm will support you becoming as technical as possible. If you would like to become an Adviser in the future there will be opportunity to do so in this firm.

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.

Our clients include: