Paraplanner
Job in
Ingliston, City of Edinburgh Area, EH28 8NA, Scotland, UK
Listed on 2026-09-12
Listing for:
Cap Resourcing Ltd
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
We're Hiring:
Paraplanner (minimum level 4 qualified)
Edinburgh Hybrid Working Up to £55,000 (DOE) + Outstanding Benefits
If you're looking for a position where your technical expertise is genuinely valued, not just tick boxed, this could be the move you've been waiting for.
We're partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they're looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.
What We're Looking For- Proven Paraplanning experience within financial planning / wealth management
- Diploma in Regulated Financial Advice (Level
4) or equivalent - Strong understanding of the end to end advice process
- Excellent product, provider and risk analysis skills
- Solid grasp of regulatory and governance requirements
- Highly organised with exceptional attention to detail
- Strong written and verbal communication skills
- Confident report writer with strong numeracy
- Experience with Xplan or similar financial planning systems
- Private Medical Insurance
- Life Assurance (8x salary)
- Very generous pension contribution
- Share save scheme
- 25 days holiday + option to buy/sell additional days
- Hybrid working
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