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Paraplanner – Wealth Planning Expert
Remote / Online - Candidates ideally in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2025-12-31
Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for:
Evelyn Partners
Full Time, Remote/Work from Home
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
A leading wealth management firm is seeking a skilled Paraplanner to join their team in Glasgow or Edinburgh. This role involves providing essential support to Senior Advisors, preparing suitability reports, and maintaining accurate client records. The ideal candidate will have a Level 4 qualification in Financial Planning, demonstrable experience in paraplanning, and strong communication skills. The firm values diversity and offers hybrid working arrangements and a competitive benefits package.
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