Paraplanner

🚨 Paraplanner Opportunity 🚨

📍 Edinburgh or Stirling

💰 Circa £40,000 + 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.