Paraplanner

Outstanding Paraplanner Opportunity

Edinburgh | Permanent | Hybrid Working

Are you an experienced Paraplanner who thrives on technical excellence and collaborative working?

We have a fantastic opportunity for a skilled Paraplanner to join our clients established and high-performing team in Edinburgh.

This is a role for someone who enjoys turning complex financial planning scenarios into clear, well-structured advice — supporting Financial Planners to deliver outstanding outcomes for clients.

The Opportunity

As a Paraplanner, you’ll play a vital role in the advice process, analysing client objectives and developing high-quality, compliant recommendations across investments, pensions, protection, and tax planning.

You’ll work closely with Financial Planners and administrators, contribute to a collaborative team environment, and offer guidance and support to junior colleagues — helping the wider team deliver consistently excellent work.

What You’ll Be Doing

• Producing detailed financial plans, suitability reports, and recommendation documents
• Supporting new client and review meetings with robust technical preparation
• Conducting in-depth research across investments, pensions, protection, and tax planning
• Reviewing client portfolios to ensure suitability, risk alignment, and reg...