Technical Paraplanner

Banking & Financial Services
Midlothian
June 12, 2026
Permanent
Urgent

Job Description

Overview

A truly unique Paraplanning position has arisen in the heart of the financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth.

Responsibilities

  • Act heavily involved in the full financial planning process with HNW/UHNW clients.
  • Attend meetings, write very complex reports, undertake extensive analysis following reviews and act as next in line when the adviser is not present.
  • Demonstrate confidence and act well under pressure to exceed client expectations.

Qualifications

  • Minimum diploma status, or currently working towards chartered status.
  • Experience within the wealth management arena undertaking a similar position, whether it be IFA or another investment manager.
  • Experience with HNW preferred, with client contact exposure ideally by attending meetings or aptitude to take to this quickly.

Benefits

  • Exceptional salary and benefits package available.
  • Chance to join this business with an enviable reputation in the market, limitless opportunities internally if desired.

Location

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