Paraplanner

Reed; Ingliston; On-site; GBP 28,000 - 36,000; Full time

Job summary

Reed in Edinburgh is seeking a Paraplanner to join a Chartered Financial Planning firm, offering a hands-on role in a fast-growing team. You will work closely with advisers, assist with research, valuations, and client reports, and play a key part in preparing suitable reports.

The role provides mentoring, a clear progression path, and exposure to a wide range of financial planning areas including IHT and investment research.

Qualifications

• Eagerness to learn and grow in financial planning.
• Strong organisation and ability to manage multiple tasks.
• Excellent written and verbal communication.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Experience in paraplanning or report writing is preferred.

Responsibilities

• Support advisers with research, valuations, and client reports.
• Maintain client records using Intelligent Office
• Prepare suitability reports and process new business applications
• Liaise with clients, advisers and providers to ensure smooth service
• Learn financial planning, compliance, and report writing

Skills

Proactive learner

Organised

Excellent communication

Attention to detail

MS Office proficiency

Paraplanning/report writing experience

Tools

Intelligent Office (IO)

Job description

Paraplanner Opportunity in Edinburgh - Launch Your Career in Financial Planning!

Full-Time Permanent Great Long-Term Opportunities

Are you ready to kickstart your career in financial services? Do you thrive in a fast-paced, dynamic environment where no two days are the same? If you're organised, detail-driven, and eager to learn, we want to hear from you!

We're looking for a Paraplanner to join our clients rapidly growing team in Edinburgh. This is a fantastic opportunity to gain invaluable hands-on experience within a well-respected Chartered Financial Planning company, work alongside experienced professionals, and build a long-term career in financial planning.

What You'll Be Doing:

• Supporting advisers with research, valuations, and client reports
• Maintaining accurate client records using Intelligent Office (IO)
• Preparing suitability reports and processing new business applications
• Liaising with clients, advisers, and providers to ensure smooth service delivery
• Learning the ropes of financial planning, compliance, and report writing

What You'll Bring:

• A passion for learning and a proactive attitude
• Strong organisational skills and the ability to juggle multiple priorities
• Excellent communication - both written and verbal
• Confidence with Microsoft Office (Word, Excel, Outlook)
• A keen eye for detail and a love of problem-solving
• Previous experience in paraplanning or report writing

Why Join Our Clients Team?

• Comprehensive salary DOE + benefits
• Supportive team environment with mentoring and training
• Clear progression path
• Exposure to a wide range of financial planning areas including IHT and investment research
• Be part of a company that values integrity, teamwork, and continuous improvement