Senior Paraplanner — Hybrid Wealth Planning & Reports Lead

Role, Inc. is searching for a level 4 qualified Paraplanner to join their expanding team in Edinburgh. You will provide high-quality technical and report-writing support to advisers, ensuring tailored solutions for clients. The role involves client relationship management and working closely with the Paraplanning team to maintain accurate and up-to-date reports.

With a hybrid approach, this full-time permanent position offers an opportunity for growth in a dynamic environment backed by private equity.