• Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £42000 per annum + Negotiable, plus Benefits and Bonus

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:


Paraplanner - Edinburgh - Flexible working available - Leading Investment Management Organisation - Salary negotiable depending on experience and qualifications

A well respected and influential Investment Management Organisation currently has a requirement for an experienced Paraplanner to join their established Financial Planning division in their busy Edinburgh office.

The company are highly respected in their sector and are in a great place right now having just posted record figures despite the issues 2020 brought everyone. They have made no covid related redundancies and have not furloughed anyone since the pandemic began.

Flexible working from home will be considered as once covid restrictions are lifted, they will be offering this to all employees. It is likely you will need to attend the office around 3 days per week but the company's policy on home working is still in discussion.


Candidates must have the ability to be able to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf of Senior Financial Planners of whom you would be working closely with. Working under pressure and within tight deadlines is a necessity within this role.

Our client works solely with HNW individuals so a background of dealing with this type of client on a face to face basis would be considered an advantage. Candidates should be qualified to DipPFS level and should have a strong knowledge of all financial services. Full study support will be offered along with a first class benefits package.

On offer:

There will be plenty of opportunity to progress within the company who are well known for promoting from within where possible. Candidates will be offered a market leading salary and Benefits package as well as a generous Bonus of up to 20% of basic salary. This is an excellent opportunity to be an important team member within one of the UK's most dynamic and forward thinking businesses.