Paraplanner

Job description

We’re Hiring: Paraplanner

Edinburgh | Hybrid Working

Up to £52,000 (DOE) + Outstanding Benefits

If you’re looking for a position where your technical expertise is genuinely valued, not just tick-boxed, this could be the move you’ve been waiting for.

We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality-first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.

What We’re Looking For

✔ Proven Paraplanning experience within financial planning / wealth management

✔ Diploma in Regulated Financial Advice (Level 4) or equivalent

✔ Strong understanding of the end-to-end advice process

✔ Excellent product, provider and risk analysis skills

✔ Solid grasp of regulatory and governance requirements

✔ Highly organised with exceptional attention to detail

✔ Strong written and verbal communication skills

✔ Confident report writer with strong numeracy

✔ Experience with Xplan or similar financial planning systems

The Benefits

✨ Private Medical Insurance

✨ Life Assurance (8x salary)

✨ Very generous pension contribution

✨ Share save scheme

✨ 25 days holiday + option to buy/sell additional days

✨ Hybrid working

If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk.

Message me directly for a confidential conversation.

Extra information

Status

Open

Education Level

Secondary School

Location

City Of Edinburgh

Type of Contract

Full-time jobs

Published at

10-03-2026

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