Paraplanner – £38k-£48k + Benefits in Edinburgh

About the role

We are seeking a Paraplanner to join a leading wealth management firm in Edinburgh. The role involves providing technical support to Financial Planners and Directors across a full range of financial and investment planning services, including retirement and tax advice.

Key responsibilities

• Conduct portfolio analysis and research to support client recommendations.
• Prepare written reports and documentation for complex financial advice.
• Maintain regular client contact and assist with client queries.
• Collaborate with a large paraplanning team to deliver high‑quality advice to high‑net‑worth clients.

Required profile

• Proven experience as a Paraplanner, preferably with Level 4 exams completed or near completion.
• Strong work ethic and ability to handle complex financial advice.
• Excellent relationship skills to work effectively with senior advisors.

Required skills

• Portfolio analysis
• Financial research
• Report writing
• Client communication

What we offer

• Salary between £38,000 and £48,000 per year.
• Benefits package and exam support.
• Opportunity to work with the wealthiest clients on standard and complex advice.