Hybrid Paraplanner - Research, Reports & Client Advice
Job in
Falkirk, Falkirk Council Area, FK1, Scotland, UK
Listed on 2026-07-31
Listing for:
Succession Wealth
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Succession Wealth is seeking a Paraplanner to support our Financial Planners by researching suitable products, drafting compliant recommendations and preparing suitability reports in line with our investment philosophy and client values.
The role requires a minimum of 2 years paraplanning experience, knowledge of pensions, investments and estate planning, and strong verbal and written communication skills. We offer hybrid working and an extensive benefits package.
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