Paraplanner

Paraplanner

Final date to receive applications: 7 August 2026

Department: Wealth

Employment Type: Permanent

Location: Edinburgh

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

Key duties & responsibilities:

• Support the Financial Planners, applying your technical knowledge to provide client solutions.
• Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client
• service.
• Build client relationships, establishing a key point of contact role for clients.
• Carry out research, analysis and due diligence of client holdings.
• Prepare technical calculations.
• Identify information required to compile a financial plan.
• Prepare client cash flow reports, using our cash flow modelling software.
• Prepare suitability reports to a high standard, in line with our recommendations.
• Attend client meetings where appropriate.
• Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
• Work to target Key Performance Indicators / Service Level Agreements.
• Work collaboratively with the client services support team, to ensure recommendations are correctly
• implemented.
• Review client files upon completion of business.
• Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s
• commitment to continuous improvement.
• Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards
• of working.
• Keep up to date with legislative changes and always adhere to compliance requirements.

PERSON SPECIFICATION

QUALIFICATIONS

• CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
• CII Advanced Diploma in Financial Planning (working towards preferred)

EXPERIENCE

• 3-4 years’ relevant work experience
• Previous experience of working in a similar role
• Working to tight deadlines
• Analysing client portfolios
• Technical compliance and advisory work

KNOWLEDGE

• Sound knowledge of financial products and plans and technical calculations
• Good working knowledge of relevant legislation and industry best practice
• Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages

SKILLS & QUALITIES

• Excellent organisational skills
• Strong communication skills – both written and oral
• Excellent attention to detail
• Logical thinking and problem-solving skills
• Ability to have the client at the heart of what the teams do
• Good team player with the ability to build effective relationships at all levels
• Abi…