Paraplanner Lead – Hybrid​/Remote, Diploma Path to Chartered

Paraplanner

Edinburgh or Stirling

Circa £40,000 + excellent benefits

Hybrid or remote working options available

Fully funded support towards Diploma & Chartered status

A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team.

This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning.

You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing.

• Previous Paraplanning experience
• Strong report writing and analytical skills
• Knowledge of investments, pensions, tax and estate planning
• Experience using research and cashflow tools such as Voyant and Analytics
• Part or fully qualified candidates considered

The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress.

If you’re looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we’d love to hear from you.