Paraplanner – Financial Planning Practice
Cap Resourcing Ltd · Edinburgh
Job description
About the role
Join a highly respected financial planning practice in Edinburgh (or Stirling) as a Paraplanner. You will work closely with advisers and administrators to deliver high‑quality advice across investments, retirement, tax and estate planning.
Key responsibilities
- Conduct technical research and analysis of client needs.
- Prepare detailed suitability reports for financial advice.
- Collaborate with advisers and administrators throughout the advice process.
- Maintain up‑to‑date knowledge of pensions, investments, tax and estate planning regulations.
Required profile
- Previous experience in a Paraplanning role.
- Strong analytical and report‑writing abilities.
- Knowledge of pensions, investments, tax and estate planning.
- Part‑qualified or fully qualified candidates are welcome.
Required skills
- Experience using Voyant.
- Experience using Analytics.
What we offer
- Hybrid and remote working options.
- Fully funded Diploma and Chartered support.
- Outstanding benefits and clear career progression.
- Salary up to £42,000 per year with increases as qualifications are achieved.
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Published 1 month ago
Expires 6 days from now
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Cap Resourcing Ltd
Edinburgh
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