More jobs:
Paraplanner
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-03-13
Listing for:
Be-Resourcing
Full Time
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Paraplanner (Financial Planning) | Edinburgh | Hybrid | Permanent
We’re supporting a well-established, growing wealth manager to hire an experienced Paraplanner into their Edinburgh team.
This is a great role if you enjoy variety; you’ll work across a broad range of planning areas, partnering closely with Financial Planners to understand client objectives and create robust, compliant advice documentation.
Key responsibilities- Suitability reports (compliant, accurate, timely)
- Annual Review packs + cashflow modelling (where appropriate)
- Supporting client service strategy and responding to client queries (as appropriate)
- Mentoring/buddying newer team members (where relevant)
- Paraplanning within a Financial Planning environment
- Level 4 Diploma (CII or equivalent)
- Strong grasp of advice process, governance and regulation
- Systems:
Xplan or similar
Excellent benefits on offer (strong pension, medical, life assurance, bonus, share scheme, study support, flexible holidays, wellbeing/social networks etc.).
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