Paraplanner

Broadgate; City of Edinburgh; Hybrid; GBP 32,000 - 47,000; Full time

Job summary

Broadgate in Edinburgh is seeking an experienced Paraplanner to join a hybrid-working wealth management team. You will work closely with Financial Planners, providing technical analysis and delivering high-quality financial planning solutions for a diverse client base.

This role offers an excellent opportunity to develop tailored financial plans, build strong client relationships and support exceptional client service while applying technical expertise across a broad range of planning areas and

Qualifications

• Previous Paraplanner experience and strong technical ability in financial planning.
• Solid understanding of financial planning products and calculations.
• Strong attention to detail and ability to meet deadlines.

Responsibilities

• Support Financial Planners by providing technical analysis and client solutions
• Conduct research, analysis and due diligence on client holdings and recommendations
• Prepare technical calculations and cashflow modelling reports
• Produce high-quality suitability reports aligned to client objectives and recommendations
• Build and maintain strong client relationships, acting as a key point of contact throughout the client journey
• Attend client meetings where appropriate
• Identify information required to develop comprehensive financial plans
• Work closely with Client Services teams to ensure recommendations are accurately implemented
• Ensure planners and clients receive timely updates throughout the advice process
• Review client files and ensure work is completed to regulatory and compliance standards
• Support continuous improvement initiatives across the business
• Maintain up-to‑date knowledge of legislation, regulation and industry best practice

Skills

Paraplanner experience

Technical analysis

Client communication

Education

CII DipPFS desirable

Advanced Diploma in FIP preferred

Job description

Hybrid Working | Edinburgh

An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.

Paraplanner Hybrid Working | Edinburgh

An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.

This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.

This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.

The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.

The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.

Key Responsibilities

• Support Financial Planners by providing technical analysis and client solutions
• Conduct research, analysis and due diligence on client holdings and recommendations
• Prepare technical calculations and cashflow modelling reports
• Produce high-quality suitability reports aligned to client objectives and recommendations
• Build and maintain strong client relationships, acting as a key point of contact throughout the client journey
• Attend client meetings where appropriate
• Identify information required to develop comprehensive financial plans
• Work closely with Client Services teams to ensure recommendations are accurately implemented
• Ensure planners and clients receive timely updates throughout the advice process
• Review client files and ensure work is completed to regulatory and compliance standards
• Support continuous improvement initiatives across the business
• Maintain up-to‑date knowledge of legislation, regulation and industry best practice

About You

• Previous experience working as a Paraplanner or within a similar technical financial planning role
• Strong understanding of financial planning products, solutions and technical calculations
• Experience analysing client portfolios and producing suitability reports
• Ability to work to deadlines while maintaining exceptional attention to detail
• Strong written and verbal communication skills
• Excellent organisational and problem‑solving abilities
• Comfortable building relationships with clients and internal stakeholders
• Self‑motivated with the ability to work independently and as part of a wider team
• Committed to ongoing professional development and continuous learning

Qualifications

• CII Diploma in Regulated Financial Planning (DipPFS) desirable
• Working towards CII Advanced Diploma in Financial Planning preferred
• 3–4 years' relevant financial planning or paraplanning experience

Why Apply?

• Join a collaborative and client-focused wealth management business
• Work closely with experienced Financial Planners and advisers
• Gain exposure to complex financial planning cases and client portfolios
• Strong commitment to professional development and qualifications support
• Opportunity to contribute ideas and influence business improvements
• Hybrid working environment and supportive team culture
• Clear long‑term career progression opportunities

If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.