Paraplanner / Senior Paraplanner
Make sure to apply with all the requested information, as laid out in the job overview below.
Edinburgh | Up to £50,000 + Bonus + Outstanding Benefits
An ambitious and rapidly expanding national Financial Planning business is looking to recruit both a Paraplanner and a Senior Paraplanner as part of the continued growth of its Edinburgh office.
These are genuine growth opportunities created through continued expansion, not replacement hires. Further recruitment is expected as the business continues to invest in Scotland.
The company has built an excellent reputation for developing its people, promoting from within and offering long-term career opportunities across Technical, Financial Planning and Leadership roles.
The Roles:
Paraplanner
Ideal for someone with around 12 months' Paraplanning experience who is looking to continue developing their technical knowledge within a supportive environment.
You'll prepare suitability reports, undertake technical research and work closely with Financial Planners to deliver high-quality advice to clients.
Applicants will ideally hold the Level 4 Diploma, although candidates who are close to achieving this will also be considered.
Senior Paraplanner
The Senior Paraplanner will act as a technical mentor within the team, supporting colleagues with complex cases and sharing technical expertise.
This is not a line management role and would suit someone who enjoys coaching others whilst remaining hands-on technically.
Career Development
Whether your ambition is to become Chartered, move into leadership or eventually become a Financial Planner, this business actively supports career progression.
Paraplanners who achieve Level 4 and demonstrate the right aptitude are encouraged to apply for internal Trainee Financial Adviser opportunities, with internal candidates always considered before external recruitment. xgikmsk
Flexible Working
The hiring manager is keen to attract the right people and is genuinely open-minded when it comes to working arrangements.
They're happy to consider:
- Full-time or part-time hours
- Compressed hours
- Flexible start and finish times
- Hybrid working
The team typically works around three day...
Paraplanner / Senior Paraplanner employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
