Hybrid Paraplanner HNW/UHNW Wealth Planning
Listed on 2026-10-26
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Financial Divisions in Edinburgh is seeking an experienced Paraplanner to join a team that supports High-Net-Worth and Ultra-High-Net-Worth clients. You will produce detailed suitability reports, perform technical research, and contribute to cashflow modelling and retirement planning alongside senior Advisers.
You'll be involved in client meetings, help deliver holistic wealth planning, and have clear paths to Senior Paraplanner, Technical Manager or Adviser roles within a supportive,
We would love to welcome a new Hybrid Paraplanner for HNW/UHNW Wealth Planning to our organisation in City of Edinburgh, Scotland, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Paraplanner for HNW/UHNW Wealth Planning role in the description above.
We appreciate your interest in this position.
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