Senior Paraplanner: Financial Planning & Client Solutions
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-29
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Jobtailor in Edinburgh is seeking a dedicated Financial Planner Assistant to support client advisory work. You will analyze client requirements, build cash flow models, and prepare reports and letters throughout the advice process.
The role involves liaising with administrators, presenting solutions, and coordinating with solicitors and accountants to implement action plans. Ideal candidates have a Diploma in Financial Planning, at least two years of industry experience, and strong writing,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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