Paraplanner – Edinburgh
Permanent | Hybrid Working | Excellent Benefits + Study Support
An established and highly respected wealth management business is seeking an experienced Paraplanner to join its growing Financial Planning team in Edinburgh.
This is an opportunity to join a collaborative, technically strong environment supporting a team of 11 Financial Planners at varying stages of their careers, working alongside an experienced Senior Paraplanner (Lead), four additional Paraplanners and dedicated administrative support.
You’ll play a key role in delivering high-quality, client-focused financial planning support, working closely with advisers to produce technically robust advice and help clients achieve their long-term objectives.
The Opportunity
You will be responsible for preparing and writing high-quality suitability reports, carrying out technical research, supporting annual reviews and contributing to the delivery of an exceptional client experience.
This is a supportive and developmental environment offering full study support for those progressing toward Chartered status, with potential longer-term progression opportunities within Financial Planning, subject to business requirements and team structure.
Key Responsibilities
- Prepare high-quality, compliant and client-focused suitability reports and advice documentation
- Produce cashflow modelling and financial planning analysis to support long-term client objectives
- Conduct technical research across pensions, investments, tax planning and estate planning matters
- Support Financial Planners with annual reviews and ongoing client servicing requirements
- Attend client meetings where required, prepare meeting notes and assist with follow-up actions
- Work closely with advisers and internal stakeholders to support delivery and commercial objectives
- Manage your own workflow effectively, ensuring deadlines and quality standards are consistently met
- Contribute to continuous improvement of processes, templates and best practice within the team
- Maintain up-to-date technical knowledge of legislation, regulation and market developments
About You
You will be an experienced Paraplanner with strong technical capability and a proactive, collaborative approach.
Requirements:
- Level 4 Diploma in Financial Planning (essential)
- Progress towards Chartered status would be highly advantageous, particularly for candidates seeking remuneration at the upper end of the salary range
- Minimum 3+ years’ paraplanning experience within a financial planning or wealth management environment
- Strong technical knowledge across:
- Pensions
- Estate planning
- Investments
- UK tax planning including Income Tax, Capital Gains Tax and Inheritance Tax
- Experience using established tools, templates and centralised advice frameworks
- Ability to manage your own workload and maintain consistently high standards of output
What’s on Offer
- Competitive salary package up to £55,000
- Discretionary bonus
- Strong pension contribution
- Private medical cover
- Life assurance and income protection
- Hybrid working model
- Generous holiday allowance with flexibility to purchase additional days
- Full study support including funding and study leave
- Additional wellbeing, lifestyle and employee benefits
This is an excellent opportunity for a technically capable Paraplanner looking to join a well-established, supportive team environment with genuine investment in professional development.
Sector:
- Financial Services
- Financial Planning
