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Paraplanner

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IDEX Consulting Ltd

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Location:
United Kingdom , Lossiemouth

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Category:
Finance

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Contract Type:
Not provided

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Salary:

40000.00 - 45000.00 GBP / Year
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Job Description:

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Lossiemouth. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Job Responsibility:

  • Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
  • Prepare complex research and recommendations across a wide range of financial planning solutions
  • Prepare findings ahead of client meetings
  • Preparing suitability reports based on suitable client outcomes
  • Ad hoc project work

Requirements:

  • Attained or working towards the Diploma in Regulated Financial Planning
  • Experience working in a financial services environment
  • Strong understanding of financial products and services
  • Excellent administrative, research, report writing

Nice to have:

Senior Administrator who is ready to take their first step into a Paraplanner role

Additional Information:

Job Posted:
May 06, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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