Paraplanner – Edinburgh
Salary: £40,000 to £50,000 plus benefits and bonus
A leading national wealth management firm is seeking an experienced Paraplanner to join their Edinburgh office. This role is mainly office based, with opportunity for home working 1 day per week.
You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.
Key Responsibilities:
* Produce suitability reports, financial plans, and tax calculations to a high standard.
* Conduct detailed research, analysis, and cashflow modelling to support recommendations.
* Liaise with providers to obtain information on investments and financial products.
* Support client review meetings and ensure documentation is complete and compliant.
* Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.
* Maintain and develop professional knowledge to meet continuous development requirements.
About You:
* Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.
* Strong understanding of financial products, FCA rules, and regulatory standards.
* Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.
* Excellent written communication with meticulous attention to detail.
* Well-organised, self-motivated, and able to manage a varied workload.
* Collaborative approach with strong relationship-building skills.
* Passionate about sharing knowledge and supporting team development.
Benefits:
* Competitive salary up to £50,000 for highly experienced candidates.
* Hybrid working (1 day from home).
* Generous holiday allowance plus public holidays
* Private medical insurance, digital GP access, and employee assistance programme.
* Pension and life assurance schemes.
* Enhanced family leave and employee referral scheme.
* Eye care vouchers.
This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.