Hybrid Paraplanner for Financial Planning & Client Reports

Eden Scott; City of Edinburgh; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Study support

Benefits package

Job summary

Eden Scott is recruiting an experienced Paraplanner for a leading chartered financial planning firm in Edinburgh. You will prepare client reports, conduct product research, and maintain accurate client data, while supporting advisers with technical analysis and compliant recommendations.

Hybrid working, study support and a competitive benefits package are on offer. The role suits professionals who are highly organised, with strong communication skills and a proactive approach to workflow

Qualifications

• Paraplanning or technical support experience in financial services.
• Strong knowledge of financial products, planning tools, and compliance.
• Excellent communication and organisational skills.

Responsibilities

• Draft and deliver client reports and annual reviews with precision and clarity
• Collaborate with advisors to implement client requests and financial strategies
• Maintain and update client records using financial planning software
• Conduct technical research to support financial recommendations
• Liaise with clients and external providers, both in person and remotely
• Ensure all work complies with regulatory standards and internal policies
• Contribute to process improvement and departmental efficiency
• Support the collection and reporting of management information (MI)

Skills

Paraplanning

Technical support

Financial modelling

Regulatory compliance

Client communication

Organisational skills

Tools

Microsoft Office

Financial planning software

Job description

Eden Scott is recruiting an experienced Paraplanner for a leading chartered financial planning firm in Edinburgh. You will prepare client reports, conduct product research, and maintain accurate client data, while supporting advisers with technical analysis and compliant recommendations.

Hybrid working, study support and a competitive benefits package are on offer. The role suits professionals who are highly organised, with strong communication skills and a proactive approach to workflow