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Paraplanner

Job LocationEdinburgh
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

An exciting opportunity has arisen for an experienced Paraplanner to be based in the Edinburgh, Dundee or Aberdeen office for one of the top practices in Scotland. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with 2-3 years minimum experience to support the successful Financial Planners of the business. You will be level 4 diploma or working towards.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.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 IDEXConsulting 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 measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Required skills

  • 1Paraplanning
  • 1Para Planner
  • 1Paraplanner

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