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Trainee Paraplanner

Job description

Idex Consulting have a new opportunity for an Trainee Paraplanner to join a large, modern IFA practice in Edinburgh

About The Role

To assist the Financial Planning team and Investment Managers in all aspects of client work.


  • Work closely with Financial Planners to help prepare and implement advice for clients including preparing draft suitability reports, statements of ongoing suitability and annual wealth management reports
  • Responding to client technical queries in relation to a full advice proposition, including offshore bonds, pensions and tax-led investments
  • Responsible for a bank of Wealth Management, Family Office, and Transactional Financial Planning clients
  • Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
  • Liaise with Financial Planning Administrators and Private Client Associates to prepare new client and annual review client packs
  • Maintain compliant advice files in Practice Management System (Xplan)
  • Attend client meetings where appropriate, and draft meeting notes for advice files
  • Liaise with third party stakeholders such as accountants, lawyers and service providers where relevant to provide/obtain information for mutual clients
  • Provide general technical support to Financial Planners and Investment Managers
  • Keep up to date with FCA rules and regulations
  • Complete monthly compliance modules in timely fashion before deadlines
  • Participate in any projects and relevant business initiatives when required
  • Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system)


  • Candidates must be level 4 diploma in financial planning (or equivalent) or working towards

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