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 • Significant Paraplanning experience within financial services • Proven experience producing compliant suitability reports • Strong technical knowledge of pensions, investments, protection, and tax planning • Sound understanding of FCA regulations and compliance requirements • Excellent written communication and attention to detail • Experience coaching, mentoring, or supporting junior colleagues • Diploma in Financial Planning (Level 4) essential; Chartered status or progress towards Chartered desirable What's on Offer? • Competitive salary dependent on experience • Hybrid working • 30 days holiday plus Bank Holidays, with the option to buy more • 8% non-contributory pension contribution • Private Medical Insurance, Death in Service, and discounted gym memberships • Birthday leave • Full study support and exam leave • Clear progression opportunities • Involvement in mentoring, process improvements, and key business projects • The opportunity to make a genuine impact within a growing business 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.