Senior Paraplanner
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-22
Listing for:
Reed
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance, Accounting & Finance
Job Description & How to Apply Below
Senior Paraplanner - Edinburgh
We're looking for an experienced Senior Paraplanner to join a growing, client-focused financial planning firm in Edinburgh.
Leadership, Development & Progression OpportunitiesThis role is ideal for a technically strong Paraplanner who enjoys research, report writing, and supporting advisers to deliver high-quality financial planning solutions. Alongside managing complex cases, you'll play a key role in mentoring and developing junior Paraplanners, sharing technical knowledge, and helping drive best practice across the team.
What You'll Bring- Significant Paraplanning experience within financial services
- Proven experience producing compliant suitability reports
- Strong technical knowledge of pensions, investments, protection, and tax planning
- Sound understanding of FCA regulations and compliance requirements
- Excellent written communication and attention to detail
- Experience coaching, mentoring, or supporting junior colleagues
- Diploma in Financial Planning (Level
4) essential;
Chartered status or progress towards Chartered desirable
- Competitive salary dependent on experience
- Hybrid working
- 30 days holiday plus Bank Holidays, with the option to buy more
- 8% non-contributory pension contribution
- Private Medical Insurance, Death in Service, and discounted gym memberships
- Birthday leave
- Full study support and exam leave
- Clear progression opportunities
- Involvement in mentoring, process improvements, and key business projects
- The opportunity to make a genuine impact within a growing business
Position Requirements
10+ Years
work experience
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