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Paraplanner

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-09
Job specializations:
  • Retail
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

Our client, a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner to join them.
As a Paraplanner, your main responsibilities will be to provide technical support, conduct full research of products using a variety of tools, and engage in bespoke report writing.

You will have:

  • At least three years' paraplanning experience
  • Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
  • Knowledge of cashflow systems would be beneficial but not essential
  • Knowledge of IO system
  • Salary & Benefits:
    Salary dependent on experience
    Company pension
    Group life cover
    Healthcare

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