Paraplanner: Elevate Client Planning & Reporting
Job in
Easter Howgate, Penicuik, Midlothian county, EH26, Scotland, UK
Listed on 2026-01-15
Listing for:
Charles Stanley & Co.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Reporting, Accounting & Finance, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial services firm based in Scotland is seeking a Paraplanner to provide comprehensive technical support to Financial Planning Advisors. The role involves preparing client reports, maintaining client data, and ensuring compliance with FCA regulations. The ideal candidate should have a degree-level education and a minimum CII Level 4 qualification, along with strong technical knowledge in financial planning. Excellent communication and interpersonal skills are essential for building client relationships.
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