Paraplanner jobs in Edinburgh

This role will focus on delivering high-quality financial planning support to advisers, particularly across complex client cases involving estate planning and trusts. You will play a key role in ensuring suitability, accuracy, and technical integrity across client recommendations...

 ...My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions... 

 ...Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance... 

 ...An exciting opportunity for a level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh. Responsibilities: Client analysis and cash flow modelling Preparation of financial planning solutions (investment, retirement, tax, IHT) Writing... 

 ...A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Edinburgh. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidates with previous... 

 ...An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning... 

Job Description: Core-Asset Consulting is supporting a well-established wealth management firm in the search for a Paraplanner to join their Private Wealth function in Edinburgh. The Paraplanner will provide comprehensive technical and analytical support to Financial Advisers... 

 ...Senior Paraplanner Location: Edinburgh (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical... 

 ...An exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners... 

As a Workday Finance Consultant, your role will involve: Engaging in the delivery of Workday Finance projects, assisting clients with their transformation strategies, and supporting various stages of Workday delivery projects. Collaborating with clients to understand...

Glasgow or Edinburgh | Up to £45,000 + Benefits | Hybrid Working If you’re a tax professional who’s bored of doing the same compliance cycle on repeat, this is your way out. This is a rare opportunity to step into Private Equity Funds Tax – one of the most technically...

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will...

Employer description: Multrees Investor Services are an award-winning investment services company who operate in the Financial Services sector. They support transformational change through a range of outsourced investment services to wealth managers, private banks, family...

An exciting opportunity has arisen for an experienced International Tax Manager or Senior Manager to join a leading professional services firm with a dedicated focus on financial services. This role offers exposure to an impressive client base across banking, insurance, and...

JOB PURPOSE: The responsibility of managing / assisting with the management of a defined client portfolio and developing and enhancing relationships with new and existing clients. To provide effective lending deposit and banking solutions to meet the needs of clients, whilst...

About Patria Patria is a premier alternative investment firm with 37 years of experience, specializing in key resilient sectors. Our distinctive approach combines insights from investment leaders, sector experts, and company managers, all supported by extensive local and...

Senior Consultant, AI & Data, Financial Services, Data Consultant, Edinburgh The EY Financial Services AI & Data Consulting team in Scotland is continuing to grow and develop unique advisory propositions in response to market needs and demand.  We fully support the Scottish...

At EY, we’re all in to shape your future with confidence.  We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.  EY-Parthenon Assistant Director –...

Job Description: Our client, a reputable Private Bank, has an opportunity for an Associate Director to join their Edinburgh team. This role will involve supporting the management and development of a client portfolio, delivering tailored lending, deposit and banking solutions...

For over 29 years, Version 1 has partnered with leading global brands to deliver digital, cloud, and enterprise application solutions that drive business success. We are proud to be recognised as:  Oracle Innovation Partner of the Year 2023 (EMEA) Microsoft Global ...

Why Johnston Financial? Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment...

Application Deadline: 8 May 2026 Department: Trustees Location: Balerno, Edinburgh Harmeny Education Trust is a charitable organisation providing therapeutic care and education to children who have experienced early years trauma through abuse, neglect and family disruption...

Join Our Team: Operational Risk & Control Manager - Wealth Management Europe. We're looking for a forward-thinking Operational Risk & Control Manager to help us elevate our risk management practices and drive smarter business decisions. If you're passionate about innovation...

Digital Finance Level 3 Apprenticeship - Multrees Investor Services Multrees Investor Services are an award-winning investment services company who operate in the Financial Services sector. They support transformational change through a range of outsourced investment services...

Atos Group is a global leader in digital transformation with c. 70,000 employees and annual revenue of c. € 10 billion, operating in 67 countries under two brands — Atos for services and Eviden for products. European number one in cybersecurity, cloud and high-performance computing...

Digital Risk & Compliance Level 3 Apprenticeship - Harper Macleod Would you like to work for one of Scotland's leading law firms? Harper Macleod are an award-winning legal firm who are also well renowned for our work with apprentices. We've won Apprenticeship Employer...

We're seeking a future team member for the role of Specialist to join our Cash and Payments Team within UK Trustee & Depositary. This role is located in Edinburgh. In this role, you'll make an impact in the following ways: Perform reconciliations and verify exceptions...

Job Description  Job Title: Trustee and Company Director Contract: Three Years with a further three years by vote of the Board Location: Travel to Edinburgh (Board Meetings) or MS Teams Salary: Voluntary Mission Statement  Our long-term vision is to end ...

Would you like to work for one of Scotland's leading law firms? Harper Macleod are an award-winning legal firm who are also well renowned for our work with apprentices. We've won Apprenticeship Employer of the Year at the annual QA Apprenticeship Awards 3 years in a row....

Job Title: Senior PMO Manager – Portfolio Planner Contract Type: Permanent Location: Edinburgh Working style: Hybrid 50% home/office based Closing date: 23rd April   We’re recruiting a Senior PMO Manager – Portfolio Planner to own and maintain an integrated,...