Job Description
We’re hiring: Paraplanner
Edinburgh | Hybrid
Salary up to £52,000 (DOE) + excellent benefits
We’re working with a growing and highly regarded financial planning firm who are looking to add an experienced Paraplanner to their supportive, collaborative team.
This is a varied and engaging role where you’ll provide high-quality technical and planning support to Financial Planners, helping to deliver clear, compliant and well-structured advice that genuinely meets client needs. You’ll be exposed to a broad range of planning scenarios and have the opportunity to make a real impact on both client outcomes and the wider business.
What we’re looking for:
* Proven experience as a Paraplanner within a financial planning / wealth management firm
* Diploma in Regulated Financial Advice (Level 4) or equivalent
* Strong understanding of the end-to-end advice process across multiple planning areas
* Confident analysing products, solutions and risk to support appropriate recommendations
* Solid knowledge of the regulatory and governance environment
* Highly organised, detail-focused and comfortable managing multiple priorities
* Strong written and verbal communication skills with a client-centric approach
* Excellent numeracy and report-writing capability
* Experience using Xplan or similar financial planning systems
Benefits include:
* Private Medical Insurance
* Life assurance (8x salary)
* Very generous pension contribution
* Share save scheme
* 25 days’ holiday, with the option to buy or sell additional days
If you’re an experienced Paraplanner looking for a role where quality, development and collaboration really matter, I’d love to have a conversation.
Drop me a message to find out more.