Paraplanner: Financial Planning & Research Expert
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-05-02
Listing for:
Partners Wealth Management LLP
Full Time
position Listed on 2026-05-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Partners Wealth Management LLP is seeking an experienced Paraplanner to support advisers in Edinburgh. The role involves creating detailed advice reports, conducting research, and mentoring junior staff. You will ensure compliance with financial regulations and deliver high-quality client service. Successful candidates will have at least 1-2 years' experience as a Level 1 Paraplanner, strong report writing abilities, and practical knowledge of financial products.
Proficiency in Microsoft Office and familiarity with Xplan are essential.
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