Paraplanner - #2134165

Cap Resourcing


Date: 1 hour ago
City: Edinburgh
Salary: £50,000 - £55,000 / year
Contract type: Full time
Work schedule: Full day
Cap Resourcing

 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 

The Benefits 

 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 

If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk. 

 Get in touch for a confidential conversation

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