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Paraplanner, wealth management

Eden Scott
Location 📍 Edinburgh, United Kingdom
Posted 📅 June 07, 2026
Work Type ⏰ Permanent

Position Overview

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office.
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.

In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.

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Job Details

Employment Type
Permanent
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Edinburgh, United Kingdom