Senior Paraplanner

Job Title: Senior Paraplanner

Industry: Financial Planning

Location: Edinburgh (Hybrid)

Salary: £50,000 - £62,000

Job reference: 10033

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Edinburgh to join a leading and forward-thinking wealth management team.

If you're passionate about delivering high-quality financial planning support and mentoring junior colleagues, this is the company for you. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards.

You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team.

What's in it for you?

• Competitive salary of £50,000 - £62,000
• Senior role with responsibility for mentoring and coaching junior colleagues
• Exposure to complex client cases and a broad range of financial products
• Hybrid working
• Extensive benefits package
• Opportunities for career progression and professional development, including support towards Chartered status
• Collaborative team environment with involvement in process improvement initiatives

Skills and experience required:

• Proven experience handling complex financial planning cases and producing suitability reports
• RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable)
• Strong numerical and analytical skills with exceptional attention to detail
• Proficiency in Microsoft Office; experience with XPlan and cashflow software preferred
• Demonstrated team leadership, collaboration, and coaching skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role.

Our commitment to you:

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.