Paraplanner
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team.
The RoleSupporting 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
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.
Recommended Jobs
Business Development Manager
Are you a strategic, relationship‑driven professional with a passion for public‑sector collaboration and digital transformation? We're supporting the search for a Business Development Manager for our…
Assistant Environmental Project Manager
Job Description What if you could do the kind of work the world needs? At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field…
Senior Quantity Surveyor / Cost Consultant - New York
Company: CONTRACT SCOTLAND Job Type: Permanent, Full Time Salary: £80000 - £135000/annum visa, relocation, benefits
Mobile Electrician
Mobile Electrician £35,000 - £45,000 + Door to Door + Overtime + Company Van + Training + Progression + Private Healthcare + Excellent Company Benefits Located: Glasgow, Hamilton, Edinburgh, Kilbrid…
Paraplanner
We are currently working with a reputable wealth management business with offices in Glasgow. Due to growth and success over the last year, they are now looking to bolster the team by adding anoth…
Retail Merchandiser
Retail Merchandiser Working Days: Monday, Wednesday and Friday alongside ad hoc work as required Working Hours: 13 hours per week As a retail merchandiser within the Dee Set team, every da…
Compliance Associate
Job Description: Core-Asset Consulting is working with a specialist compliance consultancy to recruit a Compliance Consultant to join their growing team. This position will support senior consultant…
Engineering Manager
Our client is well-known for its expertise and drive to innovate and create added value for there clients across various various sectors including Energy, Construction and Infrastructure. The…
BD Manager
Job Description: Responsible for contract signing, execution, after-sales follow-up, and technical services. Maintain existing customers, seek new customers, and develop and expand the market. …