Edinburgh
Outstanding Paraplanner Opportunity \n Edinburgh | Permanent | Hybrid Working \n Are you an experienced Paraplanner who thrives on technical excellence and collaborative working? \n We have a fantastic opportunity for a skilled Paraplanner to join our clients established and high-performing team in Edinburgh. \n This is a role for someone who enjoys turning complex financial planning scenarios into clear, well-structured advice — supporting Financial Planners to deliver outstanding outcomes for clients. \n The Opportunity \n As a Paraplanner, you’ll play a vital role in the advice process, analysing client objectives and developing high-quality, compliant recommendations across investments, pensions, protection, and tax planning. \n You’ll work closely with Financial Planners and administrators, contribute to a collaborative team environment, and offer guidance and support to junior colleagues — helping the wider team deliver consistently excellent work. \n What You’ll Be Doing \n\n • Producing detailed financial plans, suitability reports, and recommendation documents\n, • Supporting new client and review meetings with robust technical preparation\n, • Conducting in-depth research across investments, pensions, protection, and tax planning\n, • Reviewing client portfolios to ensure suitability, risk alignment, and regulatory compliance\n, • Liaising with Wealth Managers, administrators, and product providers to ensure seamless implementation\n, • Maintaining accurate client records and contributing to continuous improvement of advice processes\n\n What You’ll Bring \n\n • Proven experience in a Paraplanner role\n, • CII Level 4 Diploma in Regulated Financial Planning (or equivalent), with desire to progress towards Level 6 preferred\n, • Strong technical knowledge of financial planning, tax wrappers, pensions, and investments\n, • Outstanding attention to detail and a high standard of written work\n, • Confident use of financial planning software\n, • Excellent communication skills and the ability to build strong internal relationships\n, • Organised, proactive, and comfortable managing multiple priorities\n\n What’s In It for You? \n You’ll be part of a business that values progressive thinking, collaboration, and long-term impact — for clients, communities, and employees alike. \n On Offer: \n\n • Highly competitive salary DOE + discretionary bonus\n, • Hybrid working\n, • Pension contribution up to 12%\n, • Group Life Insurance and Group Income Protection\n, • Flexible benefits including PMI and Critical Illness\n, • Share incentive scheme\n, • Supportive leadership focused on coaching and development\n, • Exposure to high-quality clients and complex planning work\n, • The opportunity to make a genuine difference and build a long-term career\n, • A dynamic, collaborative, and high-performing working environment\n\n Interested in taking the next step in your paraplanning career? \n Apply now to join a team that puts technical excellence, collaboration, and professional growth at the heart of what it does. For a confidential chat, please contact Pauline Low at Reed on \n