About the role
Paraplanner
Locations Edinburgh (Hybrid)
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh
Responsibilities:
- Client analysis and cash flow modelling
- Preparation of financial planning solutions (investment, retirement, tax, IHT)
- Writing suitability reports and client documentation
- Supporting reviews and maintaining client records
- Liaising with advisers, clients, and external professionals
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent)
- 2+ years’ experience in financial services
- Strong technical, analytical, and report xwzovoh writing skills
Benefits:
- Competitive salary
- Hybrid working
- 25 days holiday + option to buy/sell
- Pension, private medical & protection cover
- Bonus scheme and training support
About this listing
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