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Financial Advisor / Consultant Financial Analyst Financial Services Financial Reporting

Part-Time Paraplanner — Financial Planning & Reports

Job in Perth, Perth and Kinross, PH1, Scotland, UK
Listing for: TrinityBridge
Part Time position
Listed on 2026-09-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
A financial services company in Scotland is seeking a Paraplanner. You will support Advisers in the advice-giving process, produce financial reports, and conduct research to meet client needs. This part-time role, requiring a Regulated Diploma in Financial Planning, offers an opportunity for flexible work arrangements. Ideal candidates demonstrate strong IT skills, good communication, and a proactive attitude towards client servicing and compliance.

Join us to promote inclusivity and diversity in the financial planning field.
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