Senior Paraplanner – Hybrid Planning & Cash-Flow Expert

Company: IDEX Consulting
Apply for the Senior Paraplanner – Hybrid Planning & Cash-Flow Expert
Location: City of Edinburgh
Job Description:

IDEX Consulting is seeking an experienced Senior Paraplanner in Edinburgh to support Financial Advisers with technical analysis, cash flow modelling and tailored suitability reports across investments, pensions and tax planning.

You will own complex client cases, deliver high-quality planning solutions, and contribute to an outstanding client experience while developing professionally in a fast-growing wealth management firm.

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Posted: July 18th, 2026