IDEX Consulting Ltd - Finance, On-site work

Join a successful IFA firm in Edinburgh as a Paraplanner. Ideal for experienced Paraplanners or Senior Administrators ready to advance. You will prepare complex research, suitability reports, and client meeting materials. Requires Diploma in Regulated Financial Planning and strong financial servi...

Join a successful IFA firm in Lossiemouth as a Paraplanner. Ideal for experienced Paraplanners or Senior Administrators ready to advance. You’ll support Financial Planners with research, suitability reports, and client recommendations. Diploma in Regulated Financial Planning and financial service...

Join a successful personal wealth team in Glasgow as a Financial Planner. We seek driven, client-centric professionals with strong technical knowledge and networking skills to deliver excellent client outcomes. Enjoy flexible working, bonuses, and benefits while growing your client base through w...

Launch your financial planning career as a Trainee Paraplanner in Redditch. This office-based role offers hands-on experience supporting advisers with research, analysis, and client reports. We seek a detail-oriented, motivated individual with strong communication skills. Benefits include a 35-ho...

Join a leading Nottingham IFA as a Paraplanner, with a clear path to becoming a Financial Planner. You will provide vital technical support, produce detailed suitability reports, and build cashflow models. This role requires a Level 4 diploma, strong analytical skills, and offers hands-on experie...

Join a thriving team in Stirling as an experienced Paraplanner. This role requires a Diploma-qualified professional with strong technical skills and excellent report writing. You will research, write suitability reports, and engage directly with clients. Contribute your input to support the team'...