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Paraplanner: Research, Reports & Client Advisory

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: JohnstonGreer
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Services
Salary/Wage Range or Industry Benchmark: 38000 - 44000 GBP Yearly GBP 38000.00 44000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner: Research, Reports & Client Advisory Support

Johnston Greer in Scotland is seeking a Paraplanner to support Financial Planners and Directors with paraplanning, research, and client reporting. The salary range is £38,000 to £44,000 plus benefits and exam support.

You will undertake portfolio analysis, research work, assist with the formulation of advice, and produce reports while maintaining strong client relationships. Level 4 exams or near are preferred, with a demonstrated excellent work ethic and advisor-facing skills.

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