Partners Wealth Management LLP is seeking an experienced Paraplanner to support advisers in Edinburgh. The role involves creating detailed advice reports, conducting research, and mentoring junior staff. You will ensure compliance with financial regulations and deliver high-quality client service. Successful candidates will have at least 1-2 years' experience as a Level 1 Paraplanner, strong report writing abilities, and practical knowledge of financial products. Proficiency in Microsoft Office and familiarity with Xplan are essential.
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