Job Description
Trainee Paraplanner – Financial Planning Firm
Location: Edinburgh
Working Pattern: Office-based with some hybrid flexibility
Salary: up to £38,000
About the Role
A fantastic opportunity has arisen for a Trainee Paraplanner to join a highly reputable financial planning firm. This role is ideal for someone with experience in a financial advice environment who is ready to take the next step into a more technical, advice-support position. You’ll work closely with an experienced Financial Adviser, supporting the full advice process and developing your technical knowledge across pensions, investments, protection, and retirement planning.
This is a hands-on role where you’ll be involved in research, report preparation, cashflow modelling, and ongoing client review work. You’ll also have the opportunity to contribute to the firm’s Investment Committee and portfolio construction discussions as your knowledge grows.
Key Responsibilities
* Support the Financial Adviser with research, preparation, and implementation of advice
* Carry out technical calculations across pensions and investments
* Prepare and present cashflow modelling scenarios for client meetings
* Obtain quotes, illustrations, product details, and comparisons
* Prepare suitability reports and pre-completion documentation for client sign-off
* Process new business applications, fund switches, withdrawals, and rebalances
* Assist with pension replacement research and due diligence
* Prepare valuations, review packs, performance reports, and compliance documentation
* Maintain accurate client records and ensure the back-office system is up to date
* Manage diary tasks to ensure work is tracked and completed on time
* Liaise with clients, advisers, product providers, and internal teams
* Support the Office Manager to ensure smooth day-to-day operations
What We’re Looking For
* Minimum of four years’ experience in a financial planning or IFA environment
* Strong understanding of the financial planning process
* Studying towards Level 4 Diploma (preferred but not essential)
* Solid knowledge of pensions, investments, protection products, and trusts
* Confident using platforms and provider portals
* Excellent communication, organisation, and attention to detail
* Able to work independently and as part of a team
* Competent with MS Word, Excel, and Outlook
* Experience with Intelligent Office or CashCalc is beneficial but not essential
* Comfortable working in a fast-paced environment and following defined processes
Why This Role?
This is an excellent development opportunity for someone who wants to progress into a full Paraplanner role. You’ll gain exposure to complex cases, cashflow modelling, investment research, and portfolio construction, with ongoing support and training to help you advance your technical skills and qualifications.