Financial Planning Specialist

2 weeks ago

Midlothian, United Kingdom IDEX Consulting Ltd Full time

Financial Planning Specialist

**About the Role**

We are seeking an experienced Paraplanner to support our successful Financial Planners in Edinburgh and Glasgow. As a key member of our team, you will play a vital role in delivering high-quality financial planning and investment management services to our clients.

**Key Responsibilities**

* Conduct research and obtain illustrations to support financial planning recommendations
* Utilize analytical software to analyze client data and create financial reports
* Prepare client suitability letters and ensure recommendations are implemented accurately
* Oversee annual reviews and client liaison

**Requirements**

* Level 4 diploma in a relevant field
* Experience working towards Chartered status
* Strong analytical and communication skills

**What We Offer**

* Competitive salary: £40,000 - £45,000 doe
* Great benefits package

**About IDEX Consulting Ltd**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize 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.

**Visit Our Website**

For further information on our company culture and values, please visit our website.

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