Paraplanner - #2187971

Paraplanner | Edinburgh

Do you want to join a growing financial planning team and play a key role in delivering high-quality advice to HNW and UHNW clients?

We're looking for a motivated and technically capable Trainee Paraplanner or Paraplanner to support advisers across the full financial planning process.

The Opportunity

As a key member of the financial planning team, you will work closely with advisers to research solutions, develop recommendations, prepare suitability reports, and help deliver positive client outcomes. You will gain exposure to a broad range of financial planning areas while playing an integral role in the end-to-end advice process.

This position offers an excellent platform for individuals looking to further develop their paraplanning career, progress towards Chartered status, or pursue future opportunities within advice, management, or compliance.

Key Responsibilities

• Prepare and maintain accurate client files and documentation
• Conduct technical research across pensions, investments, protection, and tax planning solutions
• Analyse client circumstances and support advisers in developing suitable recommendations
• Produce high-quality suitability reports and recommendation letters
• Generate illustrations, key feature documents, and supporting client reports
• Assist with the implementation of advice and ensure compliance requirements are met.
• Prepare annual review packs, valuations, and cashflow modelling outputs.
• Support ongoing suitability reviews and client servicing activities
• Attend client meetings where required, taking notes and assisting with technical discussions.
• Build effective relationships with advisers, clients, and third-party providers
• Contribute to business projects, operational improvements, and team initiatives

What you'll bring:

• Experience within a Paraplanning or technical financial planning role
• Strong report writing and research capabilities
• Knowledge of pensions, investments, protection, and FCA suitability requirements
• Experience with systems such as Xplan or similar CRM/practice management platforms
• Level 4 Diploma in Regulated Financial Planning (or equivalent) as a minimum
• Ambition to continue progressing towards Chartered status

Why apply?

• Competitive salary and benefits package
• Hybrid working – 2 days in the office
• Holidays 27 days + Bank holidays
• Gain a broad exposure to financial planning and technical advice
• Supportive and collaborative team environment
• Clear opportunities for professional development and career progression
• Involvement in complex client work and cashflow planning

Apply Now

If you're a motivated Paraplanner who enjoys technical research, report writing, and delivering high-quality client outcomes, we'd love to hear from you.

Take the next step in your financial planning career and apply today.