Paraplanner
CV-LibraryEdinburgh, City of EdinburghpermanentPosted: 29 July 2026
Apply NowParaplanner Opportunity 🚨
📍 Edinburgh or Stirling
💰 up to £42,000 + outstanding benefits
🏡 Hybrid & remote working options
📚 Fully funded Diploma & Chartered support
A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.
Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.
🔹 What we’re looking for:
* Previous experience in a Paraplanning role
* Strong analytical and report writing skills
* Knowledge of pensions, investments, tax & estate planning
* Experience using tools such as Voyant and Analytics
* Part-qualified or fully qualified candidates welcome
In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.
📩 If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you
📍 Edinburgh or Stirling
💰 up to £42,000 + outstanding benefits
🏡 Hybrid & remote working options
📚 Fully funded Diploma & Chartered support
A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.
Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.
🔹 What we’re looking for:
* Previous experience in a Paraplanning role
* Strong analytical and report writing skills
* Knowledge of pensions, investments, tax & estate planning
* Experience using tools such as Voyant and Analytics
* Part-qualified or fully qualified candidates welcome
In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.
📩 If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you