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Pay range

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: See above

Job title

Paraplanner

Locations: can be based in Glasgow or Edinburgh

My Client is currently looking for an experienced Paraplanner to join their business – can be based in Edinburgh or Glasgow office

The role:

• Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
• Conduct thorough technical research to support financial recommendations
• Maintain accurate and up-to-date client records
• Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
• Manage processes and tasks in compliance with FCA guidelines and internal procedures
• Assist in the preparation of client presentations and supporting documentation
• Stay abreast of industry developments, regulatory changes, and best practices in financial planning

Qualifications:

• Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent
• Experience in paraplanning
• Strong understanding of financial planning principles and processes
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts

Salary & Benefits:

• Hybrid working model
• Fully funded training towards professional qualifications

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Administrative

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