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Assistant Paraplanner - Finance Planning Support
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-16
Listing for:
TrinityBridge
Part Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Scotland is seeking an Assistant Paraplanner to support Advisers during the advice giving process. You will play a key role in data collection, product research, and the production of application forms. Candidates should have relevant financial services experience, effective communication skills, and the ability to work independently. Strong IT skills, particularly in Word and Excel, are highly desirable.
We celebrate diversity and welcome applications from all backgrounds.
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