Paraplanner

Banking & Financial Services
Midlothian
September 12, 2026
Permanent
Urgent

Job Description

Paraplanner Opportunity in Edinburgh – Launch Your Career in Financial Planning!

Full-Time Permanent Great Long-Term Opportunities

Are you ready to kickstart your career in financial services? Do you thrive in a fast-paced, dynamic environment where no two days are the same? If you’re organised, detail-driven, and eager to learn, we want to hear from you!

We’re looking for a Paraplanner to join our clients rapidly growing team in Edinburgh. This is a fantastic opportunity to gain invaluable hands-on experience within a well-respected Chartered Financial Planning company, work alongside experienced professionals, and build a long-term career in financial planning.

What You’ll Be Doing:

  • Supporting advisers with research, valuations, and client reports
  • Maintaining accurate client records using Intelligent Office (IO)
  • Preparing suitability reports and processing new business applications
  • Liaising with clients, advisers, and providers to ensure smooth service delivery
  • Learning the ropes of financial planning, compliance, and report writing

What You’ll Bring:

  • A passion for learning and a proactive attitude
  • Strong organisational skills and the ability to juggle multiple priorities
  • Excellent communication – both written and verbal
  • Confidence with Microsoft Office (Word, Excel, Outlook)
  • A keen eye for detail and a love of problem-solving
  • Previous experience in paraplanning or report writing

Why Join Our Clients Team?

  • Comprehensive salary DOE + benefits
  • Supportive team environment with mentoring and training
  • Clear progression path
  • Exposure to a wide range of financial planning areas including IHT and investment research
  • Be part of a company that values integrity, teamwork, and continuous improvement

Ready to Apply?

If you’re looking for a career, not just a job, and want to grow in a role that challenges and rewards you – apply now and take the first step towards kick starting your career as part of growing business!

For a confidential chat, please contact Pauline Low at Reed on .

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