Paraplanner/Trainee Paraplanner
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-09
Listing for:
Jobster
Seasonal/Temporary, Apprenticeship/Internship
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Location: City of Edinburgh
Paraplanner / Trainee Paraplanner
Jobster Edinburgh, Scotland, United Kingdom
3 days ago Be among the first 25 applicants
Responsibilities- Work with the financial planning and client service teams to deliver an excellent level of client service
- Provide technical support to financial planners by analyzing and modelling various financial scenarios
- Draft well written and effective advice containing all the relevant information that clients need to be aware of including conclusions and recommendations
- Attend client meetings alongside the advice team to conduct research
- Experience working in a Financial Planning/Advice firm
- Experience working as a Paraplanner or strong interest in becoming a Paraplanner
- Diploma in Financial Planning/Paraplanning or willingness to study towards qualifications
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