Paraplanner

Banking & Financial Services
Midlothian
July 5, 2026
Permanent
Urgent

Job Description

Job Title

Paraplanner

Salary and Benefits

£38,000 to £46,000 plus benefits

Overview

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of investment and retirement planning including some complex cases involving IHT planning and DFM.

Responsibilities

  • Technical support
  • Report writing
  • Client communications
  • Attendance at initial and review meetings
  • Compliance
  • Liaison with internal team

Qualifications

You will be an experienced paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.

To Apply

Click the apply button below or email your details to .

Location

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