Paraplanner

1 month ago

Edinburgh, United Kingdom CV-Library Full time

Location: Edinburgh, Scotland
Salary: £35,000 - £45,000 (depending on experience)
Working Pattern: Hybrid – 2 days in-office per week

We’re seeking a skilled and motivated Paraplanner to join a leading national financial advisory firm based in Edinburgh. This is a fantastic opportunity for an experienced Paraplanner looking to develop their career within a supportive and professional environment.

About the Role:
As a Paraplanner, you will work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations. You will play a pivotal role in the financial planning process, ensuring compliance and quality of advice, while also building your knowledge and experience.

Key Responsibilities:

* Conduct research on financial products, investment options, and strategies

* Prepare and draft financial planning reports tailored to clients' needs

* Support advisers in preparing recommendations and ensuring compliance

* Liaise with clients and providers to gather relevant information and documentation

* Maintain accurate records and manage client files effectively

What We Offer:

* Competitive salary between £35,000 - £45,000 (based on experience)

* Hybrid working arrangement – 2 days in-office per week

* Career progression opportunities with a clear path towards an Adviser role

* Ongoing training and development within a nationally recognized firm

About You:

The ideal candidate will have experience in paraplanning or a similar role, with a strong understanding of financial planning and excellent attention to detail. Diploma-level qualifications in financial planning (or studying towards) are preferred, though equivalent experience will also be considered. This role is ideal for someone with ambitions to move into an Adviser role

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