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Hybrid Wealth Paraplanner - Planning & Research Expert
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-22
Listing for:
Royal Bank Of Canada>
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Royal Bank Of Canada> in Edinburgh is seeking an experienced Paraplanner to join on a permanent basis. You will prepare detailed financial plans, suitability reports and recommendation documents for Wealth Managers, and support client reviews.
You will liaise with Wealth Managers, Administrators and product providers to ensure smooth delivery of advice and maintain accurate client records. Strong knowledge of financial planning principles and attention to detail are essential.
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