More jobs:
Paraplanner
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-12
Listing for:
Eden Rose
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance, Financial Advisor / Consultant
Job Description & How to Apply Below
A growing UK wealth management business is looking to appoint a Level 4 qualified Paraplanner to join its Edinburgh team.
The role will provide technical and report-writing support to Financial Advisers, with a strong focus on complex financial planning cases and delivering high-quality client outcomes.
Responsibilities
- Prepare suitability reports and client recommendations
- Analyse client circumstances and financial planning needs
- Build and update cash flow models
- Support investment, pension, retirement, tax and IHT planning
- Manage client files and ensure records remain accurate and compliant
- Prepare annual reviews and supporting documentation
- Liaise with clients, providers and professional advisers
- Support advisers throughout the advice process
- Assist and provide technical support to junior Paraplanners
Requirements
- Level 4 Diploma in Financial Planning
- 2+ years’ Paraplanning experience
- Strong technical, analytical and report-writing skills
- Excellent attention to detail and organisation
- Good understanding of FCA and compliance requirements
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×