Partners Wealth Management LLP is seeking a Paraplanner to support the adviser with client servicing and management. The role focuses on technical research, suitability reports, and compliance preparation. You will review policy information, upload documents, and assist with cashflow modelling and annual reviews.
You will work closely with PWM panels and contribute to creating clear, compliant recommendations while maintaining accurate records and ensuring timely delivery of reports to clients.
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This position is for the Paraplanner: Cashflow, Reports & Client Analysis role at Partners Wealth Management LLP.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in City of Edinburgh, Scotland, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 32.000 - 52.000.