Paraplanner / Senior Paraplanner

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, creating a stable environment focused on delivering great client outcomes....