At a Glance
- Tasks: Support financial planners with report writing, research, and compliance documentation.
- Company: Join a client-focused financial planning team in Edinburgh.
- Benefits: Flexible working, strong pension contributions, and private medical insurance.
- Other info: Opportunities for career progression and professional development.
- Why this job: Make a real impact by helping clients achieve financial confidence and wellbeing.
- Qualifications: Experience in paraplanning and strong written communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Working Pattern: Hybrid: flexible working, based from our Edinburgh office.
About Calton
At Calton, we are client‑focused financial planners, dedicated to helping people achieve their goals and gain financial confidence and wellbeing. Our approach is built on trust, expertise, clarity, and outstanding customer service. We strive to deliver genuine peace of mind while protecting and nurturing both our clients and our team. Our culture is a shared responsibility. We believe in leading by example, continuous improvement, and supporting one another so that we succeed together.
The Role
We seek an experienced Paraplanner to join our Edinburgh office. This is a key technical role supporting financial planners through high‑quality report writing, research, and compliance‑led documentation. You will play a central part in delivering clear, compliant, and personalised financial planning solutions for our clients. We are a growing team, so you will also play an active role in team building, sharing your expertise and experience and supporting the development of team members.
Key Responsibilities
- Report Writing
- Draft clear, compliant suitability reports and recommendation letters.
- Tailor reports to individual client circumstances, objectives, and risk profiles.
- Ensure documentation meets FCA requirements and internal standards.
- Maintain consistency and clarity across all written client communications.
- Technical Research
- Conduct product, fund, and wrapper research across pensions, investments, protection, and tax planning.
- Analyse client data, financial plans, and portfolio structures to support adviser recommendations.
- Prepare cashflow models and scenario analysis to support financial planning discussions.
- Provide technical insight and commentary to advisers in advance and after client meetings.
- Assist advisers in developing clear, robust planning solutions aligned with client objectives.
- Compliance & Regulation
- Ensure all recommendations meet FCA and internal compliance standards.
- Maintain up‑to‑date knowledge of regulatory developments and company policies.
- Support audit readiness, file quality, and best practice documentation.
- Support and mentor junior paraplanners and administrative staff.
- Share technical knowledge and report‑writing best practice.
- Contribute to templates, processes, and training materials.
- Work collaboratively with advisers, administrators, and compliance teams.
- Administrative Support
- Provide additional support during periods of high workload or reduced capacity.
- Assist with client file management, provider correspondence, and implementation tasks as required.
Skills & Experience
The successful candidate will have:
- Excellent written communication skills with strong attention to detail.
- Strong technical knowledge of pensions, investments, protection, and tax planning.
- Good understanding of FCA regulations and compliance requirements.
- Ability to manage multiple tasks and meet deadlines.
- Proficiency in Microsoft Word and Excel and financial planning software.
- Previous paraplanning or technical support experience within financial services.
- Experience writing compliant suitability reports.
Qualifications
Diploma in Financial Planning or working towards a Level 4 qualification.
What We Offer
A supportive, collaborative culture focused on development and progression. Opportunity to progress to Senior Paraplanner or Financial Planner roles. Support toward professional qualifications, including Chartered Financial Planner status. Flexible working within a professional office‑based environment.
Benefits Package includes
- Strong employer pension contribution.
- Death‑in‑service cover.
- Private Medical Insurance on completion of probation.
Paraplanner in Edinburgh employer: Calton
At Calton, we pride ourselves on being an exceptional employer, offering a supportive and collaborative culture that prioritises employee development and progression. Based in the vibrant city of Edinburgh, our hybrid working model allows for flexibility while fostering a strong sense of teamwork and shared responsibility. With opportunities for professional growth, including support towards achieving Chartered Financial Planner status, and a comprehensive benefits package, we are dedicated to ensuring our team members thrive both personally and professionally.
