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Financial Planning Specialist

2 months 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. The ideal candidate will have a Level 4 diploma and be working towards Chartered status.

**Key Responsibilities**

* Perform research and obtain illustrations using analytical software
* Prepare client suitability letters and financial reports
* Ensure recommendations are implemented accurately
* Check trades on investment platforms
* Oversee annual reviews and client liaison

**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 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.

**Visit Our Website**

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