Paraplanner

Paraplanner – Edinburgh

Salary: £40,000 to £50,000 plus benefits and bonus

Please make an application promptly if you are a good match for this role due to high levels of interest.

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. xwzovoh

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.