Paraplanner – Financial Planning Support

About the role

Join a leading national financial planning firm in Edinburgh, working closely with Financial Planners to provide technical support and deliver tailored financial solutions for clients.

Key responsibilities

• Produce high‑quality suitability reports across a range of advice areas.
• Conduct detailed research using Defaqto, FE Analytics and other systems.
• Prepare illustrations, quotations and client documentation.
• Support Financial Planners with complex case analysis.
• Maintain accurate client records on the iO back‑office system.
• Stay up‑to‑date with regulatory and legislative changes.

Required profile

• Previous paraplanning experience within an IFA or financial planning firm.
• Diploma qualified or working towards a relevant qualification.
• Strong technical knowledge of pensions, investments, tax and estate planning.
• Excellent report writing and communication skills.
• Experience with Defaqto, FE Analytics and iO is advantageous.

Required skills

• Defaqto
• FE Analytics
• iO back‑office system

What we offer

• Hybrid working model.
• Career progression opportunities.
• Collaborative team environment within a respected national business.