Paraplanner

Experienced Paraplanner – Edinburgh

Hybrid Working - 2 Days Office Based

Ready to take your paraplanning career to the next level?

We’re looking for an experienced Paraplanner to join a growing, supportive financial planning team in Edinburgh. You’ll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey.

This is a varied and rewarding role where you’ll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience.

What you’ll bring:

• Previous paraplanning experience within a financial planning firm
• CII Diploma in Regulated Financial Advice (Level
  4) or equivalent
• Strong technical knowledge across all areas of financial planning
• Excellent report writing, systems knowledge, and attention to detail
• A proactive, collaborative mindset with a client-centric approach

What’s on offer:

• Highly competitive salary DOE + discretionary bonus
• Hybrid working - 2 days office based
• Generous pension contribution
• Comprehensive benefits package including pr...