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 Responsibilities Research and analyse suitable financial planning solutions Prepare suitability reports using Genovo Produce illustrations and supporting documentation Assist with implementation of recommendations and trades Maintain accurate client files and upload compliance documents Prepare valuations and cashflow modelling (annual reviews) Support FCA ongoing suitability requirements Attend client meetings where required Requirements Minimum level 4 diploma in Regulated Financial Planning Working towards level 6/Chartered (desirable) Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan) What's on Offer Competitive salary...

Do you have your diploma in financial services (level 4) and want to become a Financial Adviser?I have a position available for an enthusiastic qualified individual who will be put through an extensive training programme to become a Financial Adviser with a well known national firm.You will work mostly remote but ideally will be in the proximity of Glasgow for team meetings.As well as your full training, you will be given the clients to look after.You may have sat your diploma but you might not have practical experience OR if you are an Administrator or Paraplanner (still with full diploma) this is the perfect opportunity for you to become an Adviser quickly.You will be sponsored for CAS status.A really exciting opportunity for people wanting to break into advice. Visit 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...