Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Draft client reports, conduct product research, and support financial advisers.
- Company: Leading investment management firm based in central Edinburgh.
- Benefits: Competitive salary, benefits package, study support, and hybrid working.
- Why this job: Join a values-driven team focused on integrity and client-first service.
- Qualifications: CII Level 4 qualification and experience in paraplanning or technical support.
- Other info: Collaborative environment with opportunities for professional development and growth.
The predicted salary is between 28800 - 48000 £ per year.
A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice. The successful candidate will play a pivotal role in supporting advisers through the preparation of comprehensive financial reports, conducting product research, and ensuring client data is accurately maintained. This position requires a proactive approach to managing workflows, collaborating with internal teams, and engaging with clients and third parties.
Key Responsibilities
- Draft and deliver client reports and annual reviews with precision and clarity
- Collaborate with advisors to implement client requests and financial strategies
- Maintain and update client records using financial planning software
- Conduct technical research to support financial recommendations
- Liaise with clients and external providers, both in person and remotely
- Ensure all work complies with regulatory standards and internal policies
- Contribute to process improvement and departmental efficiency
- Support the collection and reporting of management information (MI)
Experience required:
- CII Level 4 qualification (or equivalent)
- Previous experience in a paraplanning or technical support role within financial services
- Strong understanding of financial products, planning tools, and compliance frameworks
- Excellent communication skills and the ability to build trust with clients
- Highly organised, with the ability to manage multiple priorities independently
- Proficiency in Microsoft Office and financial modelling software
This is a fantastic opportunity to be part of a values-driven organisation that prioritises integrity, long-term thinking, and client-first service. The team fosters a collaborative environment where independence and innovation are encouraged, and professional development is actively supported. A competitive salary, benefits package, study support and hybrid working is on offer and a chance to join them during a period of growth.
Please get in touch as soon as possible to hear more and have a confidential discussion with Alison Curran prior to progressing.
Technical Paraplanner in Edinburgh employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at investment firms. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. We recommend practising common interview questions with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or online, make sure to highlight your experience with financial planning software and your ability to manage multiple priorities effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Technical Paraplanner in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the role. Talk about your experience with financial products and compliance frameworks, and how you've used them in past roles.
Be Clear and Concise: When drafting your application, clarity is key! Make sure your writing is straightforward and free of jargon. We want to see your ability to communicate effectively, just like you would in client reports.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your financial products and planning tools. Being able to discuss specific products and how they fit into client strategies will show that you're technically proficient and ready to support the advisers effectively.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and external providers, practice articulating complex financial concepts in a clear and concise manner. Prepare examples of how you've built trust with clients in the past, as this will be key in demonstrating your ability to connect with them.
✨Be Organised and Proactive
Highlight your organisational skills by discussing how you manage multiple priorities. Share specific examples of how you've proactively improved workflows or processes in previous roles, as this aligns with their focus on efficiency and collaboration.
✨Understand Compliance and Regulations
Familiarise yourself with the regulatory standards and internal policies relevant to the role. Be prepared to discuss how you ensure compliance in your work, as this is crucial for maintaining the integrity of the financial advice provided.
