Job Description
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.
