Paraplanner / Senior Paraplanner

?? Musselburgh, East Lothian
Are you the right candidate for this opportunity Make sure to read the full description below.
?? Flexible Hybrid Working
?? £35,000 to £60,000 DOE
?? Chartered Study Support
?? Long-Term Career Development

Some support roles in financial planning become repetitive.

Producing reports. Processing cases. Chasing providers. Little client involvement. Little visibility within the business.

This opportunity offers something broader.

A well-established boutique financial planning firm is seeking a Diploma-qualified Paraplanner or Senior Paraplanner to support a Senior Financial Adviser within a close-knit and highly professional environment.

The business has been established for over 20 years and specialises in genuine lifestyle financial planning, focusing on long-term client relationships, cash flow modelling and holistic advice rather than transactional product sales. ...