Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Technical paraplanner (edinburgh)

Edinburgh
Permanent
£35,000 - £45,000 a year
Posted: 22 October
Offer description

Fram are working with a respected Wealth Management firm with a strong presence in Edinburgh, who are looking for a Paraplanner to join their growing team. Our client would like an experienced paraplanner who enjoys supporting private clients and being part of a collaborative, professional team and take pride in producing high-quality work and helping deliver great financial outcomes. This is a great opportunity for someone who, thrives in a supportive environment, and wants to contribute to meaningful financial planning. As a Paraplanner, you’ll work closely with a team Financial Planners to support a wide range of client needs — producing clear, compliant, and well-structured advice reports. You’ll be involved in research, analysis, and ensuring every recommendation meets the highest professional standards. Key Responsibilities Prepare high-quality, accurate suitability reports tailored to client goals Carry out research and analysis across pensions, investments, tax, protection, and estate planning Collaborate with Financial Planners to create well-rounded financial plans Ensure all advice aligns with regulatory requirements and internal processes Contribute to team discussions and share ideas to support best practice Keep up to date with legislation, products, and planning strategies An ideal candidate will be an experienced paraplanner with strong knowledge and attention to detail. Hold the Diploma qualified (Level 4) as a minimum; working towards Chartered status preferred. Have clear and confident written communication skills and be comfortable using financial planning tools such as Voyant and FE Analytics Our client will offer competitive salary, bonus, and comprehensive benefits, along with hybrid working and a friendly, supportive culture. The chance to join a well-established and growing Wealth Management firm with a strong client focus. Study support and clear opportunities for development and exposure to a broad range of client scenarios

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Edinburgh
jobs City of Edinburgh
jobs Scotland
Home > Jobs > Technical Paraplanner (Edinburgh)

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save