Paraplanner with Pathway to Financial Advisor

Banking & Financial Services
Midlothian
June 14, 2026
Permanent
Urgent

Job Description

Paraplanner (Rapid Progression to Financial Advisor)
40,000 – 45,000 + 36 Days Holiday + Car Scheme + Benefits
Edinburgh

Are you a whole market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS?

In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You’ll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it’s a natural step for someone who understands the advice process and wants a supported route into advising.

This closely knit team fosters a high performance atmosphere and holds fearlessness, respect and responsibility as their core values. In return they offer career progression, generous remuneration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development.

This role would suit a whole market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor.

The Role:

  • Joining as a Trainee Financial Advisor
  • Rapid progression opportunity
  • Excellent benefits including 36 Days Holiday – often with extra days off
  • Supportive work culture that values hard work and professionalism

The Person:

  • Whole market Paraplanner
  • Level 4 DipPFS or DipFA qualified
  • Looking to become a Financial Advisor

Job Reference: BBBH 25374

We are an equal opportunities employer and welcome applications from all suitable candidates.

Location

Related Jobs