paraplanner jobs in Edinburgh

We are looking for a motivated Paraplanner to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients. This is an excellent opportunity for a Paraplanner with at least one year of relevant experience who is looking to develop their...

SwissPeak Partners GmbH is seeking an experienced Paraplanner to join a collaborative financial planning team in the Edinburgh area. You will provide high-quality technical and research support to advisers, delivering well-considered client outcomes.The role offers a permanent contract with hybrid working flexibility after an initial settling period. A...

About the roleThe Paraplanner is an integral member of the Paraplanning in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients' financial futures by assisting in the delivery of bespoke financial planning solutions.In this...

The Progeny Group Limited is seeking a Paraplanner to support the paraplanning team, Client Executives and Financial Planners in delivering bespoke financial planning solutions. You will produce compliant letters and detailed reports, while aligning recommendations with client goals and risk tolerance.You will contribute to client review meetings, build...

About the role  The Paraplanner is an integral member of the Paraplanning in delivering outstanding client experience. Working closely with the Paraplanning team, Client Executives, and Financial Planners, you will be key to making a meaningful impact on our clients’ financial futures by assisting in the delivery of bespoke financial planning...

Handling complex standard advice cases with full research autonomy, this permanent full-time Paraplanner role in Edinburgh offers £38,000 to £45,000 alongside hybrid flexibility. You will work closely with wealth advisers, mentoring support colleagues while maintaining direct impact on client outcomes. To apply, you need to be based within commuting...

**Anderson Strathern Asset Management Ltd** Anderson Strathern Asset Management Ltd offer independent, bespoke financial planning and asset management to individuals, families, trusts, charities and corporate entities. **Purpose of the Role** To provide support to Financial Planners by producing high quality, compliant, client-focussed recommendation...

We are looking for a motivated **Paraplanner** to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients. This is an excellent opportunity for a Paraplanner with **at least one year of relevant experience** who is looking to develop their...

Job Reference # BRCityEdinburghJob TypeFull Time Key responsibilitiesAs a Financial Planner, you will provide financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors. A team of Paraplanners and Administrators will help you to efficiently execute the advice and provide excellent client...

Anderson Strathern Asset Management Ltd offer independent, bespoke financial planning and asset management to individuals, families, trusts, charities and corporate entities.Purpose of the RoleTo provide support to Financial Planners by producing high quality, compliant, client-focussed recommendation reports, thorough research, technical support and...

Anderson Strathern Asset Management Ltd provides independent financial planning and asset management. This role supports Financial Planners by producing high-quality, compliant recommendation reports, cashflow modelling and in-depth research.You will draft holistic client reports, maintain technical expertise, manage workload and contribute to process...

About the roleAn established and successful Wealth Management business is looking to expand its Paraplanning team and is seeking a fully qualified and experienced Paraplanner to join the business. This is an excellent opportunity for a technically strong Paraplanner to join a professional and growing team, providing high-quality support to Financial Advisers...

A paraplanner is a finance expert who assists financial planners with their daily job duties completing certain tasks so that financial planners have more time to help clients individually. Paraplanners will perform technical research, analysis, and ad-hoc administrative duties to support PWM and the adviser with client servicing and management. Paraplanners...

About the RoleThe Financial Planning Administrator (known internally as Client Executive) plays a key role in delivering an outstanding client experience by providing administrative support to Financial Planners and Paraplanners . The role is responsible for managing client servicing activities, processing transactions, maintaining accurate records and...

Eden Scott’s client, a chartered financial adviser firm due to ongoing growth, is seeking a number of experienced professionals to join their team either as a Paraplanner or as an experienced Senior IFA administrator. This is a fantastic opportunity to develop your skills and gain valuable experience in a steadily growing business and learn from...

About the Role  The Financial Planning Administrator (known internally as Client Executive) plays a key role in delivering an outstanding client experience by providing administrative support to Financial Planners and Paraplanners.The role is responsible for managing client servicing activities, processing transactions, maintainingaccurate records and...

A well-established financial services firm, due to ongoing growth, has a number of paraplanner positions, including remote 6‑month FTC and permanent positions working hybrid from central Edinburgh. This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward‑thinking...

Eden Scott’s client, a chartered financial adviser firm in the United Kingdom, is seeking experienced professionals to join their team as a Paraplanner or Senior IFA administrator. You will support financial planners, prepare plans and reports, and conduct analyses across pensions, investments and protection products.The role offers full training towards...

The JobsBoard is supporting an established Wealth Management business in its search for a fully qualified and experienced Paraplanner to join the team. You will provide high-quality technical support to Financial Advisers and help ensure clients receive a first-class service.Key duties include preparing suitability reports, cash flow models, maintaining...

Eden Scott, a well-established financial services firm, is offering paraplanner positions based in central Edinburgh with hybrid working options. The role is critical to the financial planning process, providing support to advisers and clients through technical expertise.Candidates should have at least 2-3 years of experience in paraplanning and a Level 4...