Paraplanner

Are you an experienced Paraplanner looking for a role that goes beyond report writing?

This is a fantastic opportunity to join a highly respected wealth management firm in Edinburgh, supporting a team of Financial Advisers who look after High-Net-Worth and Ultra-High-Net-Worth clients.

This is a highly involved, technical and client-facing role where you'll work closely with Advisers throughout the financial planning process. You'll be responsible for producing high-quality suitability reports, carrying out complex financial planning research, undertaking cashflow forecasting and modelling, and attending client meetings to help deliver an exceptional client experience.

If you're a Paraplanner who enjoys being part of the advice process rather than sitting behind the scenes, this could be the perfect next step.

What's on Offer?

• Salary up to £60,000 (dependent upon experience)
• Hybrid and flexible working
• Full study support towards Chartered status
• Exposure to complex HNW and UHNW client cases
• Genuine career progression
• Supportive and collaborative team environment
• Modern financial planning approach

The Role

You will work alongside highly experienced Financial Advisers and be responsible for:

• Preparing high-quality suitability reports
• Conducting technical financial planning research
• Pension, investment and retirement planning analysis
• Cashflow forecasting and lifetime financial modelling
• Preparing recommendations and financial planning solutions
• Trust, estate planning and protection research
• Provider and platform comparisons
• Reviewing existing client arrangements
• Assisting with annual review preparation
• Attending face-to-face and virtual client meetings
• Building strong relationships with clients and professional connections
• Supporting Advisers in delivering holistic financial planning advice
• Acting as a technical point of contact within the business

About You

• Minimum 3 years' Paraplanning experience
• Level 4 Diploma Qualified (or working towards)
• Strong technical financial planning knowledge
• Cashflow modelling experience using tools such as Voyant or CashCalc
• Experience of pensions, investments, protection and retirement planning
• Organised with strong attention to detail
• Desire to continue technical and professional development

Why Apply?

This role offers significantly more than a traditional Paraplanning position.

You'll become a key part of the advice process, working closely with clients and Advisers while gaining exposure to complex planning scenarios and sophisticated wealth management strategies.

The firm has an excellent reputation, a strong client base and genuine opportunities for progression into Senior Paraplanner, Technical Manager or Adviser pathways for the right individual.

If you're looking for a role where your expertise is valued and you can make a visible impact on client outcomes, we'd love to hear from you.