Senior Paraplanner

Senior Paraplanner – Edinburgh

Leadership, Development & Progression Opportunities

We're looking for an experienced Senior Paraplanner to join a growing, client-focused financial planning firm in Edinburgh.

This role is ideal for a technically strong Paraplanner who enjoys research, report writing, and supporting advisers to deliver high-quality financial planning solutions. Alongside managing complex cases, you'll play a key role in mentoring and developing junior Paraplanners, sharing technical knowledge, and helping drive best practice across the team.

What You'll Bring

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• Significant Paraplanning experience within financial services
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• Proven experience producing compliant suitability reports
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• Strong technical knowledge of pensions, investments, protection, and tax planning
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• Sound understanding of FCA regulations and compliance requirements
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• Excellent written communication and attention to detail
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• Experience coaching, mentoring, or supporting junior colleagues
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• Diploma in Financial Planning (Level 4) essential; Chartered status or progress towards Chartered desirable
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What's on Offer?

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• Competitive salary dependent on experience
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• Hybrid working
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• 30 days holiday plus Bank Holidays, with the option to buy more
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• 8% non-contributory pension contribution
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• Private Medical Insurance, Death in Service, and discounted gym memberships
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• Birthday leave
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• Full study support and exam leave
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• Clear progression opportunities
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• Involvement in mentoring, process improvements, and key business projects
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• The opportunity to make a genuine impact within a growing business
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If you're an experienced Paraplanner looking to take the next step into a senior position with leadership responsibilities, we'd love to hear from you.

For a confidential discussion, contact Pauline Low at Reed on or apply today.