Paraplanner

Paraplanner - Edinburgh - Progression Opportunities

Join a Growing Financial Planning Team

We're seeking an experienced Paraplanner to join a collaborative and client-focused financial planning business in Edinburgh.

This is an excellent opportunity for a technically strong professional who enjoys report writing, research, and supporting advisers in delivering high-quality financial planning solutions. You'll play a key role in producing compliant suitability reports, conducting technical research, preparing cashflow models, and helping create tailored recommendations that achieve the best outcomes for clients.

What You'll Bring

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• Previous Paraplanning experience within financial services
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• Experience writing compliant suitability reports
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• Strong technical knowledge of pensions, investments, protection, and tax planning
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• Good understanding of FCA regulations and compliance requirements
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• Excellent attention to detail and written communication skills
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• Diploma in Financial Planning (Level 4) or working towards qualification
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What's on Offer?

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• Highly comprehensive salary DOE
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• Hybrid working
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• 30 days holiday + Bank Holidays and option to buy additional days
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• 8% pension contribution (non-contributary)
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• Benefits package that includes Death in Service, PMI and discounted gym memberships
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• Birthday leave – enjoy a paid day off on your special day
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• Ongoing professional development and qualification support - Paid study support and time off for exams
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• Progression opportunities towards Senior Paraplanner and Financial Planner roles
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• The opportunity to play an active role in the growth of the business, including involvement in training, mentoring, process improvement initiatives, and key business projects
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• The chance to make a real impact within a growing and ambitious organisation
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If you're looking for a role where your technical expertise is valued, your ideas are welcomed, and your career development is genuinely supported, we'd love to hear from you. Submit your CV today!

For a confidential chat, please reach out to Pauline Low at Reed on