Senior Paraplanner — Hybrid Wealth Planning & Reports Lead
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-14
Listing for:
Role, Inc.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Role, Inc. is searching for a level 4 qualified Paraplanner to join their expanding team in Edinburgh. You will provide high-quality technical and report-writing support to advisers, ensuring tailored solutions for clients. The role involves client relationship management and working closely with the Paraplanning team to maintain accurate and up-to-date reports.
With a hybrid approach, this full-time permanent position offers an opportunity for growth in a dynamic environment backed by private equity.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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