Paraplanner

Paraplanner

Location: Edinburgh (Hybrid – 3 days office / 2 days home)
Salary: Up to £55,000 plus excellent benefits

About the Company

This is a rare opportunity to join a highly prestigious, long-established wealth management firm with an exceptional reputation in the private client and financial planning sector. Known for their integrity, client focus and long-term stability, the firm works with an impressive portfolio of high-net-worth individuals, families and trusts across the UK.

Joining this business means working alongside some of the industry’s most respected Financial Planners and gaining exposure to complex and rewarding areas of financial advice, from sophisticated investment strategies to inheritance and tax planning.

The Opportunity

As a Paraplanner, you will play a central role in supporting a team of Financial Planners, providing comprehensive technical and analytical support. This is an environment that values precision, professionalism and proactive thinking, where your expertise will make a genuine impact on client outcomes and business success.

You’ll have the opportunity to work on a variety of intricate cases and develop your technical knowledge further, with ongoing professional development fully supported.

Key Responsibilities

• Prepare and deliver high-quality client reports, suitability letters and annual review documents

• Collaborate closely with Financial Planners to implement client recommendations efficiently and accurately

• Gather, analyse and maintain detailed client data using Intelligent Office and financial planning software

• Conduct in-depth product and market research to support advice recommendations

• Liaise directly with clients and third parties, ensuring exceptional service and clear communication

• Manage your own workflow effectively, ensuring deadlines are met and standards are maintained

• Maintain compliance with FCA regulations and internal policies, including AML requirements

• Support the continuous improvement of paraplanning processes and systems

About You

• Minimum CII Level 4 Diploma in Regulated Financial Planning (or equivalent)

• Previous experience in a paraplanning role within a financial planning or wealth management environment

• Strong technical knowledge across pensions, investments, protection and tax planning

• Proficient with financial planning software and Microsoft Office (Excel, Word, PowerPoint)

• Excellent written and verbal communication skills with the ability to convey complex information clearly

• Highly organised, analytical and capable of managing multiple priorities effectively

• A proactive team player who takes ownership and maintains high personal standards

The Rewards

• Competitive salary up to £55,000 (depending on experience)

• Hybrid working (3 days in the Edinburgh office, 2 days from home)

• Comprehensive benefits package

• Clear pathway for professional growth and further qualifications

• Opportunity to work with high-level clients and complex financial planning cases

How to Apply

If you’re an experienced Paraplanner looking to take the next step in your career with a firm renowned for excellence, professionalism and integrity, we’d love to hear from you.

Sector:

1. Financial Services
2. Financial Planning