Paraplanner: Turn Data into Trusted Financial Advice
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-16
Listing for:
Skipton Building Society
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Skipton Building Society is seeking a Paraplanner to support Financial Advisers with complex cases, turning research, tax calculations and client information into clear recommendations. The role is within our Financial Planning Team, with hybrid working and a 35-hour week.
You'll bring paraplanning experience, strong technical knowledge of holistic financial planning and the ability to coordinate multiple adviser cases end-to-end, contributing to compliant, well-evidenced outputs.
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