Handling complex standard advice cases with full research autonomy, this permanent full-time Paraplanner role in Edinburgh offers £38,000 to £45,000 alongside hybrid flexibility. You will work closely with wealth advisers, mentoring support colleagues while maintaining direct impact on client outcomes. To apply, you need to be based within commuting distance of one of these offices.
Where you fit in
This Paraplanner role exists to bridge high-quality financial planning recommendations and client delivery across standard advice cases. Working alongside experienced wealth advisers, you will craft compliant suitability reports, lead cashflow modelling, and conduct detailed product research. You will also share your technical expertise across the wider private wealth team, guiding junior support staff and assisting with complex client queries.
What the job involves
Draft comprehensive suitability reports covering pensions, ISAs, GIAs, and investment top-ups.
Conduct detailed product research and cashflow modelling to evaluate long-term financial sustainability.
Calculate complex financial metrics, including Capital Gains Tax allowances and detailed cost comparisons.
Maintain accurate electronic client records and compliant advice files using practice management systems.
Mentor and coach junior colleagues, reviewing advice queries and elevating overall report standards.
Liaise professionally with third-party professionals including accountants, legal advisers, and external platform providers.
Paraplanner Requirements
Minimum of one to two years of paraplanning experience preparing suitability reports .
Solid technical knowledge across pensions, onshore and offshore bonds, and investment wrappers .
Experience utilising cashflow modelling software and investment research tools such as FE Analytics .
Relevant industry qualifications, such as the CII Level 4 Diploma in Regulated Financial Planning or working towards completion .
Practical working knowledge of financial planning software such as Xplan
Behind the role
Join an established wealth management business providing comprehensive private client advice. You will collaborate in a supportive, professional environment that values knowledge-sharing, operational efficiency, and continuous technical standard enhancement.
What you get in return
Starting salary between £38,000 and £45,000 depending on experience.
Full-time permanent contract with hybrid working arrangements.
27 days annual leave plus statutory
Paraplanner in Edinburgh employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
