Paraplanner

Job description

Paraplanner

Locations Edinburgh (Hybrid)

An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh

Responsibilities:

• Client analysis and cash flow modelling
• Preparation of financial planning solutions (investment, retirement, tax, IHT)
• Writing suitability reports and client documentation
• Supporting reviews and maintaining client records
• Liaising with advisers, clients, and external professionals

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• 2+ years’ experience in financial services
• Strong technical, analytical, and report writing skills

Benefits:

• Competitive salary
• Hybrid working
• 25 days holiday + option to buy/sell
• Pension, private medical & protection cover
• Bonus scheme and training support

Extra information

Status

Open

Education Level

Secondary School

Location

Edinburgh

Type of Contract

Full-time jobs

Published at

03-05-2026

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