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.