Trainee Paraplanner – Take the Next Step in Your Career
Edinburgh | Hybrid | Full Time | Permanent
Are you a Trainee Paraplanner with around a year’s experience looking to build your technical skills and progress your career in wealth management?
This is a fantastic opportunity to join a growing financial planning team where you’ll support advisers with research, cashflow modelling and high-quality reports, while developing your knowledge across investments, pensions, tax and estate planning. You’ll work closely with experienced paraplanners and advisers, gaining exposure to the full advice process in a supportive, collaborative environment.
What you’ll be doing:
*Assisting with client research, analysis and cashflow modelling
*Supporting the preparation of suitability reports and review documentation
*Maintaining accurate client records and back-office systems
*Liaising with advisers, administrators and external professional partners
*Continuing your technical development alongside experienced colleagues
What we’re looking for:
*Around 1 years’ experience in a paraplanning role
*Studying towards or holding Diploma in Financial Planning (Level 4)
*Strong attention to detail, communication and report-writing skills
*A proactive approach to learning and ongoing CPD
What’s on offer:
*Competitive salary with discretionary bonus
*Generous pension scheme
*Hybrid working
*25 days holiday + public holidays, with buy/sell options
*Further study support and structured development
*Private medical cover, life & income protection
*A wide range of flexible benefits
If you’re keen to develop into a fully-fledged paraplanner and want exposure, support and progression, this role could be the perfect next step.
Apply now to grow your paraplanning career. Or for a confidential chat, contact Pauline Low at Reed on .