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Paraplanning Associate: Technical Research & Compliance
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-10
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance
Job Description & How to Apply Below
Jobtailor in Edinburgh is seeking a proactive Paraplanner to support advisers and client services. You will contribute to the preparation of suitability reports and maintain high standards of documentation.
Responsibilities include technical research, case preparation, and ensuring compliance and timely workflow. A 2+ year background in financial services and progression toward relevant qualifications are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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