Paraplanner

IDEX Consulting Ltd · Edinburgh

Reed.co.uk Posted Mar 4, 2026 First seen May 18, 2026
An exciting opportunity for an Wealth Paraplanner to join a well-known IFA 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 Responsibilities Prepa...