Senior Paraplanner | Path to Financial Adviser
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-26
Listing for:
Hastings Investment Management
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Location: City of Edinburgh
A financial services firm in the UK is seeking an experienced Paraplanner to deliver high-quality suitability reports and support Financial Advisers. The ideal candidate will possess a Level 4 CII Diploma in Financial Planning and 1-2 years experience in the industry. This office-based role involves conducting technical research, ensuring compliance, and collaborating with advisers. Candidates can progress to become a Financial Adviser within approximately 2 years.
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Position Requirements
10+ Years
work experience
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