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