Paraplanner: Hybrid Wealth Planning Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-23
Listing for:
Capio Recruitment
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management, Financial Reporting
Job Description & How to Apply Below
Capio Recruitment in Edinburgh is seeking an experienced Paraplanner to join our wealth management client. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes.
You will prepare detailed financial plans, research investments, and ensure compliance, while maintaining accurate client records and contributing to process improvements.
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