A well-established financial services firm, due to ongoing growth, has a number of paraplanner positions, including remote 6‑month FTC and permanent positions working hybrid from central Edinburgh. This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward‑thinking environment where exam support and career development is encouraged.
In this role, you’ll be central to the financial planning process, supporting advisers and clients with technical expertise and detailed analysis.
Responsibilities Crafting tailored financial reports and suitability letters.
Conducting research and modelling to support client recommendations.
Preparing tax calculations and financial plans.
Liaising with providers to gather investment and product information.
Supporting client meetings and maintaining accurate documentation.
Ensuring compliance with FCA regulations and internal standards.
Collaborating with colleagues on complex cases and sharing best practices.
Qualifications At least 2-3 years of paraplanning experience.
Level 4 Diploma in Financial Planning (or equivalent), or progress towards it.
Strong understanding of financial products and regulatory frameworks.
Excellent written communication and report‑writing skills.
Proficiency in Microsoft Office, especially Word and Excel.
A proactive, organised approach to managing workload independently.
Benefits Competitive salary
Scope for career development
Hybrid/flexible working
Study support
High holiday allowance
Group pension
PMI/Life assurance
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In this role, you’ll be central to the financial planning process, supporting advisers and clients with technical expertise and detailed analysis.
Responsibilities Crafting tailored financial reports and suitability letters.
Conducting research and modelling to support client recommendations.
Preparing tax calculations and financial plans.
Liaising with providers to gather investment and product information.
Supporting client meetings and maintaining accurate documentation.
Ensuring compliance with FCA regulations and internal standards.
Collaborating with colleagues on complex cases and sharing best practices.
Qualifications At least 2-3 years of paraplanning experience.
Level 4 Diploma in Financial Planning (or equivalent), or progress towards it.
Strong understanding of financial products and regulatory frameworks.
Excellent written communication and report‑writing skills.
Proficiency in Microsoft Office, especially Word and Excel.
A proactive, organised approach to managing workload independently.
Benefits Competitive salary
Scope for career development
Hybrid/flexible working
Study support
High holiday allowance
Group pension
PMI/Life assurance
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