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Jobs  /  Paraplanning  /  Edinburgh

Paraplanner

up to £55,000Edinburgh+1 more locationPermanentPosted 4 months ago

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment.

This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.

Key Responsibilities

  • Prepare detailed financial planning reports and recommendations across a wide range of advice areas
  • Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
  • Act as a key point of contact for clients, delivering a high level of service
  • Liaise directly with high-net-worth and ultra-high-net-worth individuals
  • Support the wider team with technical expertise on new business and ongoing servicing
  • Produce research, analysis and client-friendly documentation to support recommendations
  • Ensure all work is completed in line with compliance and regulatory requirements

Requirements

  • Proven experience in a Paraplanning role
  • Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable
  • Strong technical knowledge across pensions, investments and financial planning

Experience working with high-net-worth clients

  • Familiarity with industry research tools such as Voyant, Selectapension or similar
  • Excellent attention to detail and organisational skills

What’s on Offer

This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.

  • Basic salary up to £55,000 (depending on experience and qualifications)
  • Hybrid working model
  • Generous holiday allowance, with the option to purchase additional days
  • Annual salary reviews
  • Profit share scheme
  • Comprehensive health and wellbeing support
  • Ongoing training, exam support and clear progression opportunities

Applying

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Also open

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Paraplanner, Edinburgh — mbf