Paraplanner

An established and growing wealth management business is seeking an experienced Paraplanner to join its financial planning support team in central Edinburgh.  This is an excellent opportunity for a detail-oriented professional who enjoys technical financial planning work, conducting research, producing high-quality suitability reports, and supporting advisers in delivering outstanding client outcomes. The successful candidate will play a key role in supporting advisers with a broad range of financial planning cases, while also contributing to the development of colleagues and helping drive continuous improvement across the business.

This position offers the chance to work on a variety of client scenarios involving investments, pensions and tax-efficient planning solutions. The role combines technical expertise, analytical thinking and strong communication skills to help ensure recommendations are suitable, compliant and aligned to clients' objectives. 

Working within a collaborative team environment, the Paraplanner will be encouraged to contribute ideas, share best practice, and support the ongoing enhancement of processes and client service standards.

Key Responsibilities:

• Prepare high-quality suitability reports and recommendation documents.
• Conduct technical research and financial analysis to support client advice.
• Produce cashflow modelling and planning projections.
• Assist with tax calculations and product comparisons where required.
• Ensure all client communications and documentation are accurate, timely and compliant.
• Support and mentor junior team members, contributing to knowledge sharing and professional development.
• Maintain accurate client records within internal systems.
• Liaise effectively with professional connections and third-party providers.
• Contribute to business projects, process improvements and operational efficiencies.
• Keep up to date with industry regulations and compliance requirements.

The ideal candidate will be a motivated and technically capable Paraplanner who takes pride in delivering quality work and exceptional support to advisers and clients.

You will demonstrate:

• Strong report-writing and analytical skills.
• Excellent attention to detail and accuracy.
• A proactive and solutions-focused approach.
• Outstanding written and verbal communication skills.
• The ability to manage multiple priorities and deadlines effectively.
• Confidence working independently while remaining a collaborative team player.
• Experience using financial planning research tools, cashflow modelling software and Microsoft Office applications.

Experience & Qualifications

• Previous experience within a paraplanning role.
• Strong knowledge of pensions, investments and financial planning products.
• Experience preparing suitability reports and supporting regulated advice processes.
• Progress towards, or completion of, a recognised Level 4 financial planning qualification would be advantageous.
• Strong numerical and analytical capability.

This is an opportunity to join a forward-thinking organisation that values professional development, collaboration and high-quality client service. The successful candidate will benefit from a supportive environment, exposure to varied and interesting cases, and a clear pathway for continued career progression within financial planning.  Please get in touch / apply now to be considered and to have a confidential discussion with Alison Curran prior to progressing.