Job description
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
• Previous Paraplanning experience within financial services
• Experience writing compliant suitability reports
• Strong technical knowledge of pensions, investments, protection, and tax planning
• Good understanding of FCA regulations and compliance requirements
• Excellent attention to detail and written communication skills
• Diploma in Financial Planning (Level 4) or working towards qualification
What's on Offer?
• Highly comprehensive salary DOE
• Hybrid working
• 30 days holiday + Bank Holidays and option to buy additional days
• 8% pension contribution (non-contributary)
• Benefits package that includes Death in Service, PMI and discounted gym memberships
• Birthday leave – enjoy a paid day off on your special day
• Ongoing professional development and qualification support - Paid study support and time off for exams
• Progression opportunities towards Senior Paraplanner and Financial Planner roles
• 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
• The chance to make a real impact within a growing and ambitious organisation
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