Paraplanner

Paraplanner

Edinburgh - Hybrid Working

Salary: Up to £47,000

Part time/ Full time / Flexible/ reduced/ condensed hours - all options considered

We are working with a leading UK wealth management firm to recruit an experienced Paraplanner to join their growing team. This is a fantastic opportunity to join a highly regarded organisation known for its outstanding employee benefits, genuine flexibility, and people-first culture.

The Role:

As a Paraplanner, you will play a key role in supporting Financial Planners by delivering high-quality technical and report-writing support. You will be responsible for ensuring advice is compliant, well-researched, and tailored to client needs.

Key responsibilities include:

• Preparing detailed suitability reports and recommendations
• Conducting technical research across pensions, investments, and protection
• Analysing client portfolios and making recommendations
• Supporting Financial Planners in client meetings where required
• Ensuring all work meets regulatory and compliance standards

About You

• Diploma qualified (Level 4 minimum - essential)
• Previous experience in a Paraplanner role within financial planning/wealth management
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent report writing and analytical skills
• Highly organised with strong attention to detail

What's on OfferThis organisation is recognised for offering a market-leading benefits package and true flexibility, designed to support both your career and personal life:

• Salary up to £47,000
• Hybrid working (3 days in the office, 2 from home)
• Highly flexible working hours (within core hours)
• Open to part-time, full-time, or condensed working arrangements
• 30 days holiday + bank holidays
• Private medical insurance
• Generous pension with employer contributions
• Life assurance from day one
• Employee Assistance Programme with 24/7 support for you and your family
• Health cash plan and wellbeing allowance
• Paid study leave and ongoing professional development support

Why Apply?

This is an excellent opportunity for a qualified Paraplanner seeking a better work-life balance without compromising on career progression. The business is committed to offering flexible working in a meaningful way, making it ideal for candidates looking for part-time hours, condensed weeks, or greater control over their schedule.

If you're looking to join a forward-thinking firm that truly invests in its people, we'd love to hear from you.