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
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