Full job descriptionSenior Paraplanner – Edinburgh
Leadership, Development & Progression Opportunities
We’re looking for an experienced Senior Paraplanner to join a growing, client-focused financial planning firm in Edinburgh.
This role is ideal for a technically strong Paraplanner who enjoys research, report writing, and supporting advisers to deliver high-quality financial planning solutions. Alongside managing complex cases, you’ll play a key role in mentoring and developing junior Paraplanners, sharing technical knowledge, and helping drive best practice across the team.
What You’ll Bring
*Significant Paraplanning experience within financial services
*Proven experience producing compliant suitability reports
*Strong technical knowledge of pensions, investments, protection, and tax planning
*Sound understanding of FCA regulations and compliance requirements
*Excellent written communication and attention to detail
*Experience coaching, mentoring, or supporting junior colleagues
*Diploma in Financial Planning (Level 4) essential; Chartered status or progress towards Chartered desirable
What’s on Offer?
*Competitive salary dependent on experience
*Hybrid working
*30 days holiday plus Bank Holidays, with the option to buy more
*8% non-contributory pension contribution
*Private Medical Insurance, Death in Service, and discounted gym memberships
*Birthday leave
*Full study support and exam leave
*Clear progression opportunities
*Involvement in mentoring, process improvements, and key business projects
*The opportunity to make a genuine impact within a growing business
If you’re an experienced Paraplanner looking to take the next step into a senior position with leadership responsibilities, we’d love to hear from you.
For a confidential discussion, contact Pauline Low at Reed on or apply today.