Paraplanner

Are you a Diploma-qualified Paraplanner ready to take the next step in your career? Our client in Edinburgh is offering an exciting opportunity to join a growing, energetic team where you'll be supported in your development and progression.

As a Paraplanner, you'll play a vital role in supporting financial advisers by:

• Delivering high-quality technical support to ensure clients receive maximum value.
• Drafting clear, client-focused communications and bespoke financial plans.
• Gathering and analysing both qualitative and quantitative data using advanced tools to produce compliant, tailored financial strategies.
• Contributing to the enhancement of centralised, cost-effective propositions and participating in engaging project work.

• Collaborate with advisers to understand client goals and objectives.
• Analyse client documentation including fact finds and meeting notes.
• Source accurate data to support financial projections.
• Create detailed financial plans in line with company standards.
• Use financial software to generate precise projections.
• Prepare thoroughly for client meetings, ensuring advice is aligned with their needs.
• Support advisers during client presentations and respond to technical queries.
• Produce polished reports following planning meetings.
• Liaise with product providers and third parties.
• Stay informed on regulatory updates and market trends.

• Previous experience in a paraplanning role.
• Level 4 Diploma qualified (or working towards it).
• Ideally familiar with tools such as Cashflow Modelling Software, Intelligent Office, FE Analytics, Selectapension, Dynamic Planner, and various provider platforms.

• Competitive salary up to GBP45K (DOE) + performance bonus.
• Hybrid working model.
• 28 days holiday + bank holidays (with flexibility on 3 BHs).
• Supportive, collaborative work environment.
• Study support for further professional qualifications.
• Comprehensive benefits including pension, Death in Service cover, Bupa Cash Plan, and healthcare.

If you're eager to grow and make a meaningful impact within a talented team, we'd love to hear from you. Apply now!

For more information, contact Pauline Low at Reed on or connect on LinkedIn for a confidential chat.