📣 We’re Hiring: Paraplanner
đź“Ť Edinburgh | Hybrid Working
đź’· Up to ÂŁ52,000 (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
âś” Proven Paraplanning experience within financial planning / wealth management
âś” Diploma in Regulated Financial Advice (Level 4) or equivalent
âś” Strong understanding of the end-to-end advice process
âś” Excellent product, provider and risk analysis skills
âś” Solid grasp of regulatory and governance requirements
âś” Highly organised with exceptional attention to detail
âś” Strong written and verbal communication skills
âś” Confident report writer with strong numeracy
âś” 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.
đź“© Message me directly for a confidential conversation.