Paraplanner

Policy Services is a well-established Financial Adviser based in Linlithgow, Scotland. We are committed to delivering high-quality, compliant financial advice with a strong focus on client outcomes, collaboration and professional excellence. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team. The Role This is a full-time opportunity for an experienced Paraplanner to play a key role within our Advice Area. The Paraplanner is integral to the advisory team and will work closely with Financial Advisers, with a direct reporting line to the Practice Manager. The role is contractually based 5 days per week in our Linlithgow office, however, we are currently operating a hybrid working model of three days in the office and 2 days working from home, supporting flexibility while maintaining strong team connection. You will be responsible for producing high-quality, compliant suitability reports and providing technical support that enables advisers to…