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Paraplanner: Cashflow, Reports & Client Analysis
Posted 7 days 16 hours ago by Partners Wealth Management LLP
Permanent
Full Time
Other
Midlothian, Edinburgh, United Kingdom, EH120
Job Description
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.
Partners Wealth Management LLP
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