Job Title

Paraplanner Location: Edinburgh Contract: 12-Month Fixed-Term (Strong Potential to Become Permanent) Salary: 43,000 47,000 (up to 50,000 for the right candidate) + Excellent BenefitsHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.A well-established and highly regarded wealth management firm is seeking an experienced Paraplanner to join its Financial Planning team in Edinburgh. This is a 12-month fixed-term role with a genuine opportunity for a permanent position based on performance.This is a fantastic chance to join a values-driven organisation committed to delivering exceptional service and long-term, responsible financial planning. The team is professional, collaborative, and highly supportive, offering a rewarding environment for the right candidate.The RoleIn this position, you will work closely with a team of experienced Financial Planning Directors, supporting them in delivering high-quality, client-focused advice. You will be involved in preparing detailed financial reports, conducting research, and assisting with annual client reviews. The role also includes attending client meetings, preparing documentation, and managing your own workflow to meet agreed timelines and standards.Flexible working arrangements are available and open for discussion, depending on individual circumstances.Key ResponsibilitiesProduce high-quality, tailored financial advice reports and cashflow modelsConduct in-depth technical research across tax, pension, and investment planningSupport client meetings through preparation, note-taking, and follow-up actionsCollaborate with stakeholders across the business to ensure excellent client outcomesPropose improvements to existing tools, templates, and advice delivery processesStay current with financial planning regulations and internal proceduresManage your own workflow efficiently, balancing quality with timelinessWhat We're Looking ForCII Diploma in Financial Planning (or equivalent) essentialChartered Financial Planner status desirableMinimum 23 years' experience in a paraplanning roleSolid technical understanding of UK tax, pensions, and estate planningExperience managing personal workflow and contributing within a paraplanning teamStrong written and verbal communication skills with a keen eye for detailA proactive, solutions-focused mindset and a collaborative approach to teamworkWhy Apply?Competitive salary: 43,000 47,000 (up to 50,000 for exceptional candidates)Excellent benefits packageFlexible and hybrid working options (open to discussion)Supportive and development-focused team cultureOpportunity for the role to become permanent based on performanceJoin a highly respected firm with a responsible, long-term approach to wealth managementInterested? Let's Talk.If you're an experienced paraplanner looking for a new challenge, or simply curious if this could be the right move for you, Id be happy to have a confidential chat. Reach out to discuss your situation and whether this opportunity aligns with your goals.