Paraplanner
Edinburgh– Hybrid Working
Full time/ Part time/ Reduced, flexible or Condensed hours
Salary: Up to £47,000
We are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture.
The Role
As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs.
Key responsibilities include:
- Preparing detailed suitability reports and recommendations
- Conducting technical research across pensions, investments, and protection
- Analysing client portfolios and making recommendations
- Supporting Financial Planners in client meetings where required
- Ensuring all work meets regulatory and compliance standards
About You
- Diploma qualified (Level 4 minimum – essential)
- Previous experience in a Paraplanner role within financial planning/wealth management
- Strong technical knowledge across pensions, investments, and tax planning
- Excellent report writing and analytical skills
- Highly organised with strong attention to detail
What’s on Offer
This organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and personal life:
- Salary up to £47,000
- Hybrid working (3 days in the office, 2 from home)
- Highly flexible working hours (within core hours)
- Open to part-time, full-time, or condensed working arrangements
- 30 days holiday + bank holidays, plus additional “celebration” leave
- Private medical insurance (including 24/7 GP access and wellbeing support)
- Generous pension with employer contributions
- Life assurance from day one
- Employee Assistance Programme with 24/7 support for you and your family
- Health cash plan and wellbeing allowance
- Paid study leave and ongoing professional development support
- Access to discounts, cashback schemes, and regular social events
Why Apply?
This is an excellent opportunity for a qualified Paraplanner seeking a better work-life balance without compromising on career progression. The business is committed to offering flexible working in a meaningful way, making it ideal for candidates looking for part-time hours, condensed weeks, or greater control over their schedule.
If you’re looking to join a forward-thinking firm that truly invests in its people, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
