Experienced Paraplanner: Wealth Planning Specialist; Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-26
Listing for:
Broadgate
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Location: City of Edinburgh
Broadgate is seeking an experienced Paraplanner to support Financial Planners and Client Services in delivering comprehensive financial planning solutions. You will undertake technical analysis, cashflow modelling, and preparation of suitability reports while building strong client relationships and ensuring a seamless journey for clients.
The role offers collaboration with planners and advisers in a client-focused environment, with opportunity for professional development and involvement in
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