https://jobs.co.uk/job/paraplanner-idex-consulting-ltd--1f23a534-379d-44ee-bd92-b6ee3461f5b7 RSS feed for Paraplanner at IDEX Consulting Ltd. en-gb Wed, 10 Jun 2026 22:21:58 GMT https://jobs.co.uk/job/paraplanner-idex-consulting-ltd--1f23a534-379d-44ee-bd92-b6ee3461f5b7 https://jobs.co.uk/job/paraplanner-idex-consulting-ltd--1f23a534-379d-44ee-bd92-b6ee3461f5b7 Sat, 06 Jun 2026 11:51:49 GMT Location: Nottingham | Salary: 40000.00-40000.00 Annual | Type: Permanent | An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members.Key ResponsibilitiesPrepare detailed financial plans and suitability reportsSupport client review and new client meetingsResearch and analyse investments, pensions, protection, and tax strategiesReview portfolios to ensure alignment with objectives, risk, and complianceLiaise with advisers, administrators, and providers to implement adviceMaintain accurate client records and contribute to advice process improvementsAbout YouCII Level 4 Diploma (minimum); Level 6 study desirableProven paraplanning experience within IFA/wealth managementStrong technical knowledge of pensions, investments, tax wrappers, and protectionConfident using financial planning and cashflow softwareIn return you will receive a really competitive salary and join a well-run bu... Permanent