Paraplanner in Edinburgh

mbf is looking for an Paraplanner in Edinburgh

Job description

Paraplanner - Flexible Hybrid Working

Location: Edinburgh (2 days WFH per week)

Salary: £38,000 - £47,000 plus excellent company benefits

Job Type: Full-time | Permanent | Hybrid working


A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who is passionate about delivering outstanding client service and keen to develop their career in a dynamic, supportive environment.


The Role

As a Paraplanner, you’ll play a key part in supporting advisers in delivering holistic financial planning. You’ll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs.


Key Responsibilities

  • Preparing detailed suitability reports and technical research
  • Supporting advisers with financial planning and strategy
  • Liaising with clients and providers as required
  • Maintaining up-to-date knowledge of financial products, legislation, and compliance standards


About You

  • Minimum of 3 years’ paraplanning experience
  • Level 4 Diploma qualified (Chartered or working towards it is highly desirable)
  • Excellent written and verbal communication skills
  • Meticulous attention to detail
  • Strong analytical and problem-solving skills
  • Experience with cashflow modelling software (desirable)


What’s on Offer

  • Competitive salary of £38,000 - £47,000 depending on experience
  • Company pension
  • Group life cover and private healthcare
  • Flexible hybrid working model (2 days from home per week)
  • Opportunities for career development and further qualifications


If you're an experienced Paraplanner looking to take the next step in your career within a forward-thinking and client-focused firm, this role offers the environment and support to help you thrive.

Extra information

Status
Open
Education Level
Secondary School
Location
Edinburgh
Type of Contract
Part-time jobs
Published at
09-07-2025
Profession type
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Edinburgh | Accountancy jobs | Part-time jobs | Secondary School

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