Paraplanner

JohnstonGreer • Edinburgh, Scotland • Posted June 23, 2026

Position Overview

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...