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Paraplanner: Launch Path to Financial Advisory

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Partners Wealth Management LLP
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Position: Paraplanner: Launch Your Path to Financial Advisory
Location: City of Edinburgh

A finance advisory firm in Edinburgh is seeking a paraplanner to assist financial planners by performing technical research and client servicing duties. This role includes preparing reports, attending client meetings, and implementing recommendations. Ideal candidates will have a Level 4 diploma in financial planning, be proactive, and possess strong attention to detail. Opportunities to pursue further qualifications exist. Competitive salary and a supportive team environment offered.
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