Paraplanner hybrid; National IFA firm
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-10
Listing for:
MI Search Ltd
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Paraplanner - Edinburgh (hybrid) Salary:
Up to £45,000 benefits generous pension discretionary bonus A national wealth management firm with offices across the UK is seeking an experienced Paraplanner to join its Edinburgh office (hybrid working). Working closely with Independent Financial Advisers, you will play a key role in delivering holistic financial planning solutions to high-net-worth clients. Responsibilities will include conducting technical research and analysis, carrying out cashflow modelling, preparing suitability reports, and providing technical support to advisers.
This is an excellent opportunity to join a well-established and growing organisation that values professional development and will support you in progressing your qualifications and career. Requirements:
Previous paraplanning experience Ideally CII Level 4 Diploma qualified, or nearing completion Strong technical knowledge of financial planning products and solutions A desire to continue studying and develop further professional qualifications Package:
Basic salary up to £45,000 Competitive benefits package Pension scheme Support for further qualifications and ongoing professional development This role would suit a motivated paraplanner looking to further their career with a respected national wealth management firm in Edinburgh.
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