Paraplanner
Locations Edinburgh (Hybrid)
An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh
Responsibilities:
* Client analysis and cash flow modelling
* Preparation of financial planning solutions (investment, retirement, tax, IHT)
* Writing suitability reports and client documentation
* Supporting reviews and maintaining client records
* Liaising with advisers, clients, and external professionals
Requirements:
* Level 4 Diploma in Financial Planning (or equivalent)
* 2+ years’ experience in financial services
* Strong technical, analytical, and report writing skills
Benefits:
* Competitive salary
* Hybrid working
* 25 days holiday + option to buy/sell
* Pension, private medical & protection cover
* Bonus scheme and training support