Login to Apply

Paraplanner – Edinburgh

Salary: £36,000 - £40,000

Hybrid – 2 days per week in the Edinburgh office

Are you an experienced Paraplanner looking for your next opportunity? Whether you see Paraplanning as your long-term career or a stepping stone to becoming a Financial Planner, this role offers the flexibility to grow in the direction that suits you.

Why Join?

✅ Hybrid working – 2 days in the office, with the flexibility to work remotely

✅ Defined career progression – the opportunity to transition into a Financial Planner role 

✅ Key role in the advice process – work closely with advisers and contribute to client strategies

✅ Supportive environment – be part of a collaborative team with strong mentoring and development

What We’re Looking For:

Experience in Paraplanning – ideally in a regulated financial planning environment

Strong knowledge of pensions, investments, and tax planning

Ability to research, analyse, and produce high-quality reports

Level 4 Diploma (or working towards it) is highly desirable

A proactive, detail-oriented professional who thrives in a fast-paced environment

Whether you want to progress into an advisory position or continue developing as a highly skilled Paraplanner, this is a fantastic opportunity to shape your future.

? Apply now or message me for more details