Paraplanner

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Stirling. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered.

You should be Diploma qualified, or working towards this qualification and have excellent communication skills as you may be dealing directly with clients. Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

If this opportunity sounds like it could be of interest then please click apply and we will be in touch if your application is successful.

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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.