Paraplanner Location: Edinburgh Contract: 12-Month Fixed-Term (Strong Potential to Become Permanent) Salary: £43,000 - £47,000 (up to £50,000 for the right candidate) + Excellent Benefits A well-established and highly regarded wealth management firm is seeking an experienced Paraplanner to join its Financial Planning team in Edinburgh. This is a 12-month fixed-term role with a genuine opportunity for a permanent position based on performance.
This is a fantastic chance to join a values-driven organisation committed to delivering exceptional service and long-term, responsible financial planning. The team is professional, collaborative, and highly supportive, offering a rewarding environment for the right candidate.
The Role In this position, you will work closely with a team of experienced Financial Planning Directors, supporting them in delivering high-quality, client-focused advice. You will be involved in preparing detailed financial reports, conducting research, and assisting with annual client reviews. The role also includes attending client meetings, preparing documentation, and managing your own workflow to meet agreed timelines and standards.
Flexible working arrangements are available and open for discussion, depending on individual circumstances.
Key Responsibilities
Produce high-quality, tailored financial advice reports and cashflow models
Conduct in-depth technical research across tax, pension, and investment planning
Support client meetings through preparation, note-taking, and follow-up actions
Collaborate with stakeholders across the business to ensure excellent client outcomes
Propose improvements to existing tools, templates, and advice delivery processes
Stay current with financial planning regulations and internal procedures
Manage your own workflow efficiently, balancing quality with timeliness
What We're Looking For
CII Diploma in Financial Planning (or equivalent) - essential
Chartered Financial Planner status - desirable
Minimum 2-3 years' experience in a paraplanning role
Solid technical understanding of UK tax, pensions, and estate planning
Experience managing personal workflow and contributing within a paraplanning team
Strong written and verbal communication skills with a keen eye for detail
A proactive, solutions-focused mindset and a collaborative approach to teamwork
Why Apply?
Competitive salary: £43,000 - £47,000 (up to £50,000 for exceptional candidates)
Excellent benefits package
Flexible and hybrid working options (open to discussion)
Supportive and development-focused team culture
Opportunity for the role to become permanent based on performance
Join a highly respected firm with a responsible, long-term approach to wealth management
Interested? Let's Talk.
If you're an experienced paraplanner looking for a new challenge, or simply curious if this could be the right move for you, I’d be happy to have a confidential chat. Reach out to discuss your situation and whether this opportunity aligns with your goals.