Paraplanner
other jobs Reed
Added before 1 Days
- Scotland,Midlothian
- Full Time, Permanent
- £40,000 - £50,000 per annum, inc benefits
Job Description:
Full job descriptionParaplanner - Edinburgh - Progression Opportunities
Join a Growing Financial Planning Team
We’re seeking an experienced Paraplanner to join a collaborative and client-focused financial planning business in Edinburgh.
This is an excellent opportunity for a technically strong professional who enjoys report writing, research, and supporting advisers in delivering high-quality financial planning solutions. You’ll play a key role in producing compliant suitability reports, conducting technical research, preparing cashflow models, and helping create tailored recommendations that achieve the best outcomes for clients.
What You’ll Bring
*Previous Paraplanning experience within financial services
*Experience writing compliant suitability reports
*Strong technical knowledge of pensions, investments, protection, and tax planning
*Good understanding of FCA regulations and compliance requirements
*Excellent attention to detail and written communication skills
*Diploma in Financial Planning (Level 4) or working towards qualification
What’s on Offer?
*Highly comprehensive salary DOE
*Hybrid working
*30 days holiday + Bank Holidays and option to buy additional days
*8% pension contribution (non-contributary)
*Benefits package that includes Death in Service, PMI and discounted gym memberships
*Birthday leave – enjoy a paid day off on your special day
*Ongoing professional development and qualification support - Paid study support and time off for exams
*Progression opportunities towards Senior Paraplanner and Financial Planner roles
*The opportunity to play an active role in the growth of the business, including involvement in training, mentoring, process improvement initiatives, and key business projects
*The chance to make a real impact within a growing and ambitious organisation
If you’re looking for a role where your technical expertise is valued, your ideas are welcomed, and your career development is genuinely supported, we’d love to hear from you. Submit your CV today!
For a confidential chat, please reach out to Pauline Low at Reed on
Join a Growing Financial Planning Team
We’re seeking an experienced Paraplanner to join a collaborative and client-focused financial planning business in Edinburgh.
This is an excellent opportunity for a technically strong professional who enjoys report writing, research, and supporting advisers in delivering high-quality financial planning solutions. You’ll play a key role in producing compliant suitability reports, conducting technical research, preparing cashflow models, and helping create tailored recommendations that achieve the best outcomes for clients.
What You’ll Bring
*Previous Paraplanning experience within financial services
*Experience writing compliant suitability reports
*Strong technical knowledge of pensions, investments, protection, and tax planning
*Good understanding of FCA regulations and compliance requirements
*Excellent attention to detail and written communication skills
*Diploma in Financial Planning (Level 4) or working towards qualification
What’s on Offer?
*Highly comprehensive salary DOE
*Hybrid working
*30 days holiday + Bank Holidays and option to buy additional days
*8% pension contribution (non-contributary)
*Benefits package that includes Death in Service, PMI and discounted gym memberships
*Birthday leave – enjoy a paid day off on your special day
*Ongoing professional development and qualification support - Paid study support and time off for exams
*Progression opportunities towards Senior Paraplanner and Financial Planner roles
*The opportunity to play an active role in the growth of the business, including involvement in training, mentoring, process improvement initiatives, and key business projects
*The chance to make a real impact within a growing and ambitious organisation
If you’re looking for a role where your technical expertise is valued, your ideas are welcomed, and your career development is genuinely supported, we’d love to hear from you. Submit your CV today!
For a confidential chat, please reach out to Pauline Low at Reed on
Job number 3909840
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