Job Description
Paraplanner / Senior Paraplanner
?? Musselburgh, East Lothian
?? 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.
This is a true advice business.
The majority of income is recurring and ongoing, cre...
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