An exciting opportunity has arisen for an experienced Paraplanner to be based in the Dundee office for one of the top practices in Scotland.

Main purpose of the job:

To support the financial planners in their dealings with clients alongside the business support team.

Responsibilities:

• Assist Financial Planners to prepare for client meetings
• Attend client meetings where appropriate
• Produce research on behalf of Financial Planners
• Produce illustrations, cashflow, product information for Financial Planner
• Assist in the preparation of clients' existing investments, attitude to risk, asset allocation, produce review packs ahead of meetings etc
• Produce client review reports, suitability reports and other correspondence

Qualifications:

• CII Level 4 Diploma in Regulated Financial Planning or equivalent or working towards

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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.