Edinburgh
Paraplanner – Edinburgh Salary: £40,000 to £50,000 plus benefits and bonus A leading national wealth management firm is seeking an experienced Paraplanner to join their Edinburgh office. This role is mainly office based, with opportunity for home working 1 day per week. You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations. Key Responsibilities: • Produce suitability reports, financial plans, and tax calculations to a high standard., • Conduct detailed research, analysis, and cashflow modelling to support recommendations., • Liaise with providers to obtain information on investments and financial products., • Support client review meetings and ensure documentation is complete and compliant., • Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice., • Maintain and develop professional knowledge to meet continuous development requirements. About You: • Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher., • Strong understanding of financial products, FCA rules, and regulatory standards., • Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms., • Excellent written communication with meticulous attention to detail., • Well-organised, self-motivated, and able to manage a varied workload., • Collaborative approach with strong relationship-building skills., • Passionate about sharing knowledge and supporting team development. Benefits: • Competitive salary up to £50,000 for highly experienced candidates., • Hybrid working (1 day from home)., • Generous holiday allowance plus public holidays, • Private medical insurance, digital GP access, and employee assistance programme., • Pension and life assurance schemes., • Enhanced family leave and employee referral scheme., • Eye care vouchers. This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.