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