Paraplanner - #2174023

Handling complex standard advice cases with full research autonomy, this permanent full-time Paraplanner role in Edinburgh offers £38,000 to £45,000 alongside hybrid flexibility. You will work closely with wealth advisers, mentoring support colleagues while maintaining direct impact on client outcomes. To apply, you need to be based within commuting distance of one of these offices.

Where you fit in

This Paraplanner role exists to bridge high-quality financial planning recommendations and client delivery across standard advice cases. Working alongside experienced wealth advisers, you will craft compliant suitability reports, lead cashflow modelling, and conduct detailed product research. You will also share your technical expertise across the wider private wealth team, guiding junior support staff and assisting with complex client queries.

What the job involves

• Draft comprehensive suitability reports covering pensions, ISAs, GIAs, and investment top-ups.
• Conduct detailed product research and cashflow modelling to evaluate long-term financial sustainability.
• Calculate complex financial metrics, including Capital Gains Tax allowances and detailed cost comparisons.
• Maintain accurate electronic client records and compliant advice files using practice management systems.
• Mentor and coach junior colleagues, reviewing advice queries and elevating overall report standards.
• Liaise professionally with third-party professionals including accountants, legal advisers, and external platform providers.

Paraplanner Requirements

• Minimum of one to two years of paraplanning experience preparing suitability reports .
• Solid technical knowledge across pensions, onshore and offshore bonds, and investment wrappers .
• Experience utilising cashflow modelling software and investment research tools such as FE Analytics .
• Relevant industry qualifications, such as the CII Level 4 Diploma in Regulated Financial Planning or working towards completion .
• Practical working knowledge of financial planning software such as Xplan

Behind the role

Join an established wealth management business providing comprehensive private client advice. You will collaborate in a supportive, professional environment that values knowledge-sharing, operational efficiency, and continuous technical standard enhancement.

What you get in return

• Starting salary between £38,000 and £45,000 depending on experience.
• Full-time permanent contract with hybrid working arrangements.
• 27 days annual leave plus statutory bank holidays.
• Company pension scheme.
• Cash healthcare plan.
• Comprehensive ongoing study and qualification support towards advanced industry examinations.

What happens next

Your application comes directly to Premier Jobs UK. Our team reviews every application and replies to every candidate, so you will always receive a response. Where your background matches the position, we aim to arrange an introductory call to discuss what you want from your next move. We never send your details to our client without your clear agreement. If you are ready for this Paraplanner role in Edinburgh, apply today.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.