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.