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Paraplanner Wealth Management | Client-Centric Planning

Job in Glenrothes, Fife, KY7, Scotland, UK
Listing for: Nelson Scott
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Job Description & How to Apply Below
Position: Paraplanner for Wealth Management | Client-Centric Planning
A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team. The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience. Candidates should hold a Level 4 qualification in Financial Planning and demonstrate strong communication skills. This full-time position offers benefits like private medical insurance and pension contributions.
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