Senior Paraplanner
Edinburgh | Wealth Management | Hybrid Working
to £62,000 plus excellent benefits package
A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division.
Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Edinburgh-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients.
The Role
Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning. You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients’ objectives.
This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment.
Key responsibilities include:
- Conducting detailed research across financial planning products and strategies
- Preparing clear, client-focused suitability reports and technical documentation
- Supporting advisers with cashflow modelling and financial planning analysis
- Assisting in the development of financial planning strategies to meet client objectives
- Acting as a technical reference point within the team
- Mentoring and supporting junior paraplanners and contributing to team development
- Ensuring all work adheres to regulatory and compliance requirements
About You
The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment.
You will likely have:
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Experience supporting advisers across investments, pensions, and protection
- Strong suitability report writing and technical research experience
- Experience with cashflow modelling tools
- Excellent attention to detail and analytical skills
- A collaborative approach and interest in supporting junior colleagues
Candidates working towards Chartered Financial Planner status would be particularly well suited to this role.
The Opportunity
This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities.
Package
- £50,000 - £62,000 base salary
- Discretionary bonus
- Comprehensive benefits package including pension, PMI and income protection
- Hybrid working (typically 3 days in the office after probation)
Sector:
- Financial Services
- Financial Planning
