Paraplanner – Edinburgh
Salary: £40,000–£50,000 plus benefits and bonus
A leading national wealth management firm is seeking an experienced Paraplanner to join their Edinburgh office. This role is mainly office based, with opportunity for home working 1 day per week.
You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.
Key Responsibilities:
- Produce suitability reports, financial plans, and tax calculations to a high standard.
- Conduct detailed research, analysis, and cashflow modelling to support recommendations.
- Liaise with providers to obtain information on investments and financial products.
- Support client review meetings and ensure documentation is complete and compliant.
- Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.
- Maintain and develop professional knowledge to meet continuous development requirements.
About You:
- Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.
- Strong understanding of financial products, FCA rules, and regulatory standards.
- Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.
- Excellent written communication with meticulous attention to detail.
- Well-organised, self-motivated, and able to manage a varied workload.
- Collaborative approach with strong relationship-building skills.
- Passionate about sharing knowledge and supporting team development.
Benefits:
- Competitive salary up to £50,000 for highly experienced candidates.
- Hybrid working (1 day from home).
- Generous holiday allowance plus public holidays
- Private medical insurance, digital GP access, and employee assistance programme.
- Pension and life assurance schemes.
- Enhanced family leave and employee referral scheme.
- Eye care vouchers.
This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Sector:
- Financial Services
- Financial Planning
