Paraplanner

Job Description

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