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 regulatory compliance Liaising with Wealth Managers, administrators, and product providers to ensure seamless implementation Maintaining accurate client records and contributing to continuous improvement of advice processes

What You’ll Bring Proven experience in a Paraplanner role CII Level 4 Diploma in Regulated Financial Planning (or equivalent), with desire to progress towards Level 6 preferred Strong technical knowledge of financial planning, tax wrappers, pensions, and investments Outstanding attention to detail and a high standard of written work Confident use of financial planning software Excellent communication skills and the ability to build strong internal relationships Organised, proactive, and comfortable managing multiple priorities What’s In It for You?

You’ll be part of a business that values progressive thinking, collaboration, and long-term impact — for clients, communities, and employees alike. On

Offer:

Highly competitive salary DOE  discretionary bonus Hybrid working Pension contribution up to 12% Group Life Insurance and Group Income Protection Flexible benefits including PMI and Critical Illness Share incentive scheme Supportive leadership focused on coaching and development Exposure to high-quality clients and complex planning work The opportunity to make a genuine difference and build a long-term career A dynamic, collaborative, and high-performing working environment Interested in taking the next step in your paraplanning career?

Apply now to join a team that puts technical excellence, collaboration, and professional growth at the heart of what it does. For a confidential chat, please contact Pauline Low at Reed on