Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team.The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes.Key ResponsibilitiesResearch and analyse suitable financial planning solutionsPrepare suitability reports using GenovoProduce illustrations and supporting documentationAssist with implementation of recommendations and tradesMaintain accurate client files and upload compliance documentsPrepare valuations and cashflow modelling (annual reviews)Support FCA ongoing suitability requirementsAttend client meetings where requiredRequirementsMinimum level 4 diploma in Regulated Financial PlanningWorking towards level 6/Chartered (desirable)Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan)What''s on OfferCompetitive salaryVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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 ..... full job details .....