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An exciting opportunity for an Associate Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. This role will be supporting the Financial Planning team with the processing of new and existing business, as well as and building knowledge through exposure to client planning scenarios.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.The successful candidate will be:
- Working towards Level 4 Diploma or equivalent
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.
