Paraplanner

Job DescriptionParaplanner - Flexible Hybrid WorkingLocation: Edinburgh (2 days WFH per week)Salary: 38,000 - 47,000 plus excellent company benefitsJob Type: Full-time | Permanent | Hybrid workingA 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 RoleAs a Paraplanner, youll play a key part in supporting advisers in delivering holistic financial planning. Youll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs.Key ResponsibilitiesPreparing detailed suitability reports and technical researchSupporting advisers with financial planning and strategyLiaising with clients and providers as requiredMaintaining up-to-date knowledge of financial products, legislation, and compliance standardsAbout YouMinimum of 3 years paraplanning experienceLevel 4 Diploma qualified (Chartered or working towards it is highly desirable)Excellent written and verbal communication skillsMeticulous attention to detailStrong analytical and problem-solving skillsExperience with cashflow modelling software (desirable)Whats on OfferCompetitive salary of 38,000 - 47,000 depending on experienceCompany pensionGroup life cover and private healthcareFlexible hybrid working model (2 days from home per week)Opportunities for career development and further qualificationsIf 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.

Created: 2025-06-27