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Paraplanner

📍 Location
Edinburgh
⏰ Job Type
Full-time
📅 Posted
July 08, 2026

About the Role

Description

£38,000 to £46,000 plus benefits


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.


Working in office based your role will focus on –

  • technical support

  • report writing

  • client communications

  • some attendance at initial and review meetings

  • compliance

  • liaison with internal team
  • 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.

    JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services...

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