Job Description
Paraplanner - Senior Paraplanner - Edinburgh
Hybrid Working - 2 - 3 Days Office Based
Ready to take your paraplanning career to the next level?
We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh. You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey.
This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience.
What you'll bring:
- Previous paraplanning experience within a financial planning firm
- CII Diploma in Regulated Financial Advice (Level 4) or equivalent
- Strong technical knowledge across all areas of financial planning
- Excellent report writing, systems knowledge, and attention to detail
- A proactive, collaborative mindset with a client-centric approach
What's on offer:
- Highly competitive salary DOE and discretionary bonus
- Hybrid working - 2-3 days office based
- Generous pension contribution
- Comprehensive benefits package including private medical cover, life assurance & income protection
- Family friendly policies - enhanced leave
- Study support - funding for courses and study days offered to assist with further professional qualifications
- Range of flexible benefits
- A genuinely supportive culture with clear development opportunities
If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you.
Submit your CV or contact Pauline Low at Reed on for a confidential chat.
