Paraplanner

Paraplanner Opportunity in Edinburgh – Launch Your Career in Financial Planning! Full-Time | Permanent | Great Long-Term Opportunities Are you ready to kickstart your career in financial services? Do you thrive in a fast-paced, dynamic environment where no two days are the same? If you're organised, detail-driven, and eager to learn, we want to hear from you! We’re looking for a Paraplanner to join our clients rapidly growing team in Edinburgh.

This is a fantastic opportunity to gain invaluable hands-on experience within a well-respected Chartered Financial Planning company, work alongside experienced professionals, and build a long-term career in financial planning. What You’ll Be Doing:
Supporting advisers with research, valuations, and client reports Maintaining accurate client records using Intelligent Office (IO) Preparing suitability reports and processing new business applications Liaising with clients, advisers, and providers to ensure smooth service delivery Learning the ropes of financial planning, compliance, and report writing Wh at You’ll Bring: A passion for learning and a proactive attitude Strong organisational skills and the ability to juggle multiple priorities Excellent communication – both written and verbal Confidence with Microsoft Office (Word, Excel, Outlook) A keen eye for detail and a love of problem-solving Previous experience in paraplanning or report writing W hy Join Our Clients Team?

Comprehensive salary DOE  benefits Supportive team environment with mentoring and training Clear progression path Exposure to a wide range of financial planning areas including IHT and investment research Be part of a company that values integrity, teamwork, and continuous improvement Ready to Apply? If you're looking for a career, not just a job, and want to grow in a role that challenges and rewards you – apply now and take the first step towards kick starting your career as part of growing business!

For a confidential chat, please contact Pauline Low at Reed on .