Paraplanner
Paraplanner Edinburgh - Hybrid Working Salary: Up to £47,000 Part time/ Full time / Flexible/ reduced/ condensed hours - all options considered We are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture. The Role: As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs. Key responsibilities include: Preparing detailed suitability reports and recommendationsConducting technical research across pensions, investments, and protectionAnalysing client portfolios and making recommendationsSupporting Financial Planners in client meetings where requiredEnsuring all work meets regulatory and compliance standards About You Diploma qualified (Level 4 minimum - essential)Previous experience in a Paraplanner role within financial planning/wealth managementStrong technical knowledge across pensions, investments, and tax planningExcellent report writing and analytical skillsHighly organised with strong attention to detail What''s on OfferThis organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!