Paraplanner: Craft Clear Financial Plans & Reports
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-24
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Scotland is seeking a Paraplanner to support financial advisers with client meetings and technical matters. The role involves preparing suitability reports, conducting technical research, and ensuring accurate client records. The ideal candidate will possess a CII Level 4 Financial Planning Diploma and strong technical knowledge in paraplanning. This position offers access to a structured training program and various employee benefits, including competitive salary and hybrid working options.
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