Senior Paraplanner Location: Edinburgh (hybrid working available) Salary: £45,000-£60,000 Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases. Key Responsibilities Conduct research across pensions, investments, protection, and tax planning Prepare suitability reports and client documentation to a high standard Produce cashflow modelling and financial calculations Support Financial Planners in developing suitable client recommendations Ensure all work is compliant, clear, and client-focused Identify additional planning opportunities where appropriate Team & Development Provide guidance and support to junior team members Share knowledge and contribute to a collaborative team environment Maintain and develop technical knowledge through ongoing learning Support improvements to processes and report templates Skills & Experience Proven paraplanning experience within financial planning/wealth management Strong knowledge of financial planning products and advice areas Level 4 Diploma (or equivalent) required Progression towards Chartered status desirable Strong attention to detail, organisation, and communication skills Experience with cashflow modelling and back-office systems preferred Additional Information No direct line management, but mentoring of junior staff expected Opportunity to work on complex cases and develop technical expertise
Senior Paraplanner • Edinburgh, United Kingdom
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