Paraplanner

Eden Rose; City of Edinburgh; On-site; GBP 35,000 - 45,000; Full time

Job summary

Eden Rose in Edinburgh is seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This role offers exposure to holistic financial planning and collaboration with experienced advisers to develop technical knowledge across investment, retirement, tax and inheritance planning.

You will analyse client needs, build cash flow models, prepare reports, and maintain accurate records while advancing regulatory knowledge and CPD commitments.

Qualifications

• Diploma in Financial Planning (or equivalent) and willingness to maintain regulatory knowledge.
• Minimum of four years’ industry experience preferred.
• Strong administrative, research, report writing, and communication skills.
• Excellent analytical skills with a structured and organised working approach.
• Commitment to ongoing professional development and maintaining CPD requirements.
• Chartered Financial Planner status preferable, or willingness to work towards it.

Responsibilities

• Analyse clients’ financial requirements and develop cash flow models.
• Construct financial planning solutions across investments, retirement, long-term care, tax and inheritance planning.
• Prepare recommendations, letters and reports, liaising with administrators and maintaining client files.
• Support client reviews by updating cash flow models and investment performance reports.
• Build and maintain client relationships via phone, email, letters and meetings.
• Coordinate with colleagues to complete applications and keep clients informed.
• Collaborate with solicitors and accountants to implement agreed action plans.

Skills

Analytical skills

Communication skills

Report writing

Administrative

Education

Diploma in Financial Planning

Chartered Financial Planner status preferable

Job description

Company Overview

A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.

Job Ref

91064

Location

Edinburgh

Salary

£35,000 - £45,000 Per Annum

Employment Type

Permanent

• Location: Edinburgh, Scotland
• Type: Permanent
• Job #91064
• Salary: £35,000 - £45,000 Per Annum

Paraplanner – Edinburgh

Company Overview

A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.

The Role

We are seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This is an excellent opportunity to gain exposure to holistic financial planning, working alongside experienced advisers and developing technical knowledge in a variety of areas.

Responsibilities

• Analyse clients’ financial requirements, develop cash flow models, and maintain accurate client records.
• Construct financial planning solutions across investment, retirement, long-term care, tax, and inheritance planning.
• Prepare recommendations, letters, and reports, liaising with administrators and maintaining client files and IT records throughout the advice process.
• Support client reviews, updating cash flow models, investment performance reviews, and associated reports.
• Build and maintain client relationships through telephone, email, letters, and meetings, presenting solutions and recommendations where required.
• Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed throughout the process.
• Collaborate with other professional advisers (e.g., solicitors, accountants) to implement agreed action plans.

Requirements

• Diploma in Financial Planning (or equivalent); willingness to maintain compliance and regulatory knowledge.
• Minimum of four years’ industry experience preferred.
• Strong administrative, research, report writing, and communication skills.
• Excellent analytical skills with a structured and organised working approach.
• Commitment to ongoing professional development and maintaining CPD requirements.
• Chartered Financial Planner status preferable, or willingness to work towards it.