Paraplanner – Permanent Role
International Wealth & Investment Management Firm
Location: Edinburgh (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An exciting opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm on a permanent basis in their Edinburgh office. This role offers a competitive salary of up to £50,000, hybrid working flexibility, and access to a highly competitive benefits package.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient and compliant delivery of advice to both new and existing clients. This is a varied and technically focused role within a collaborative and professional environment.
Key responsibilities include:
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Providing high-quality technical and administrative support to Financial Planners and Advisers
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Preparing comprehensive financial plans, suitability reports, and recommendations
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Conducting detailed research and analysis to develop tailored client solutions
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Ensuring all work complies with FCA regulations and internal governance standards
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Supporting the preparation and follow-up of client meetings and annual reviews
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Liaising with internal departments to maintain exceptional client service standards
Candidate Requirements:
The ideal candidate will demonstrate:
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CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
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Proven experience in a Paraplanning role within a wealth management environment
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Strong analytical and problem-solving skills
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Excellent written and verbal communication skills
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High attention to detail with the ability to manage deadlines effectively
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The ability to work independently while contributing positively to a team
Benefits & Remuneration:
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Salary: Up to £50,000 (dependent on experience)
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Hybrid working model offering flexibility
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Comprehensive benefits package including:
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Private medical insurance
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Group income protection
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Generous pension contributions
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Employee assistance programme
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Health assessments
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Season ticket loan, cycle-to-work scheme, and additional lifestyle benefits
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This is an outstanding opportunity for an ambitious and technically strong Paraplanner seeking a long-term career move within a prestigious and globally recognised organisation. You will join a supportive team environment with clear progression opportunities and exposure to complex client work.
Sector:
- Financial Services
- Financial Planning
