IFA Administrator/Paraplanner

Overview

An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh.

Responsibilities

• Conduct research and obtain illustrations
• Use analytical software for financial planning
• Prepare client suitability letters and financial reports
• Ensure recommendations are implemented accurately
• Check trades on investment platforms
• Oversee annual reviews and maintain client liaison

Qualifications

• Level 4 Diploma qualified, or close to completion
• Proven experience in a paraplanning or IFA administration role
• Strong attention to detail and organisational skills

Benefits

• Competitive salary of £35,000
• Opportunity to work in a well-run, client-focused business

This is an excellent opportunity to progress your career in paraplanning with a reputable firm.

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Our Diversity, Equity and Inclusion Mission

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.