Trainee Paraplanner

Trainee Paraplanner

Edinburgh Hybrid Working Competitive Salary/Benefits + Bonus

Are you ready to take the next big step in your paraplanning career?

Join a high-performing, client-focused wealth management team where your development, technical growth, and long-term success truly matter.

We're looking for a Trainee Paraplanner to join our clients Edinburgh based team. This is a fantastic opportunity for someone with strong analytical thinking, great communication skills, and a passion for financial planning to develop into a skilled paraplanner.

What You'll Be Doing

As a Trainee Paraplanner, you'll play a key role in supporting their Financial Advisors and delivering an exceptional client experience. Day to day, you will:

• Provide trusted, proactive support to a team of Financial Advisors
• Help manage and process both new and existing client business
• Assist in coordinating administration support and ensuring service standards stay high
• Apply Conduct Risk principles in all tasks
• Build knowledge of core Financial Planning solutions through real client scenarios
• Analyse client needs, highlight planning opportunities, and construct financial solutions
• Produce accurate, robust financial plans and supporting analysis (with guidance)
• Support client interactions and develop a strong understanding of advice processes
• Contribute to a collaborative, dynamic and quality-driven team environment

What You'll Bring

Must-have:

• Clear written and verbal communication
• Strong organisational skills with the ability to meet deadlines
• A self-starter mindset with the ability to work independently

Nice-to-have:

• Currently studying toward, or planning to study toward, the CII Level 4 Diploma (or equivalent)

What's In It for You?

You'll be joining a team that values development, collaboration, and technical excellence. Expect:

• Leaders committed to your professional growth through coaching and development
• Opportunities to learn from experienced Wealth Managers and Paraplanners
• Exposure to complex planning work and high-quality clients
• A dynamic, supportive, and progressive working environment

On Offer:

• Highly competitive salary DOE + discretionary bonus
• Hybrid working model
• Pension contribution up to 12%
• Group Life Insurance & Income Protection
• Flexible benefits (including PMI & Critical Illness cover)
• Share incentive scheme
• Long-term career progression and meaningful impact

Ready to Grow Your Career?

If you're ambitious, curious, and passionate about developing as a Paraplanner, we'd love to hear from you.

Apply now or get in touch for a confidential chat.Contact Pauline Low at Reed on