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DB Transfer Specialist, Senior Paraplanner

Company

Eden Scott

Location

Edinburgh, Scotland

Posted

June 15, 2026

Position Overview

A new job vacancy has become available with our forward thinking Wealth Manager based in Edinburgh. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers.


The company has gone from strength to strength over the past few years and with a prestigious reputation within the advice market particularly transfers they require additional assistance in this team.


Working within a close knit yet diverse environment you would be working closely with the head of department to assist in the smooth running of client demands due to the complexity of the tasks involved. You'd be given excellent exposure, gaining shadowing experience with some of the industry's best and encouraged to do further exams and develop towards chartered status if you wish to do so.


The role will be gathering all relevant scheme information undertaking the analysis and packaging it for review...

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