Wealth Paraplanner: Elevate Client Financial Planning
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-05
Listing for:
RBC Brewin Dolphin
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
RBC Group in Edinburgh is seeking an experienced Paraplanner for a permanent position, to support wealth managers with detailed financial plans and reports.
You will analyse client aims, conduct research across investments, pensions and tax planning, and mentor junior colleagues while ensuring compliance and timely delivery.
The role offers a hybrid office setup with up to one remote day per week and a collaborative, high-performing team.
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