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.