An exciting opportunity for a level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh.

Responsibilities:

• Client analysis and cash flow modelling
• Preparation of financial planning solutions (investment, retirement, tax, IHT)
• Writing suitability reports and client documentation
• Supporting reviews and maintaining client records
• Liaising with Advisers, clients and external professionals

Requirements

• Level 4 Diploma in Financial Planning (or equivalent)
• Previous experience in financial services
• Strong technical, analytical and report writing skills

Benefits

• Competitive salary
• Hybrid working
• 25 days holiday + option to buy/sell
• Pension, private medical & protection cover
• Bonus scheme and training support

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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.