Paraplanner - hybrid working

Paraplanner - Edinburgh - Hybrid WorkingSalary: £40,000-£47,000 (up to £50,000 for highly experienced candidates)

We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Edinburgh. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period.

As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals.

Key Responsibilities:

• Prepare suitability reports, financial plans, and tax calculations to a high standard.

• Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions.

• Liaise with providers to obtain information on investments and other financial products.

• Support client review meetings and maintain thorough, compliant documentation throughout the advice journey.

• Share technical expertise and best practice with colleagues and carry out peer reviews.

• Maintain continuous professional development and up-to-date technical knowledge.

What we are looking for:

• Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We're looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and qualifications can be considered for higher salary levels.

• Proficiency in Microsoft Office (particularly Word and Excel) and familiarity with provider platforms.

• Excellent written communication skills, with attention to detail and accuracy.

• Strong organisational skills and ability to manage workload independently.

• Collaborative mindset with the ability to build excellent relationships with colleagues and clients.

• Passion for sharing knowledge and supporting the development of others.

Benefits:

• Competitive salary up to £50,000 for experienced candidates.

• Hybrid working (2 days from home after training).

• 30 days holiday plus public holidays, plus 3 celebratory leave days.

• Private medical insurance, digital GP access, and health support.

• Pension and life assurance schemes.

• Enhanced family leave and employee referral scheme.

• Eye care vouchers and employee assistance programme.

This is an exciting opportunity to join a progressive, client-focused financial services firm with strong career development opportunities, including pathways towards Advanced Diploma or Chartered status, or a move into financial planning.