📍 Edinburgh | Hybrid Working
💷 Up to £55,000 (DOE) + Outstanding Benefits
If you’re looking for a position where your technical expertise is genuinely valued, not just tick-boxed, this could be the move you’ve been waiting for.
We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.
What We’re Looking For
✔ Proven Paraplanning experience within financial planning / wealth management
✔ Diploma in Regulated Financial Advice (Level 4) or equivalent
✔ Strong understanding of the end-to-end advice process
✔ Excellent product, provider and risk analysis skills
✔ Solid grasp of regulatory and governance requirements
✔ Highly organised with exceptional attention to detail
✔ Strong written and verbal communication skills
✔ Confident report writer with strong numeracy
✔ Experience with Xplan or similar financial planning systems
The Benefits
✨ Private Medical Insurance
✨ Life Assurance (8x salary)
✨ Very generous pension contribution
✨ Share save scheme
✨ 25 days holiday + option to buy/sell additional days
✨ Hybrid working
If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk.
📩 Get in touch for a confidential conversation
Salary description
£50000.00 - £55000.00 per year