Paraplanner and 6 month FTC remote

Eden Scott; City of Edinburgh; Híbrido; GBP 30.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Scope for career development

Hybrid/flexible working

Study support

High holiday allowance

Group pension

PMI/Life assurance

Descripción de la vacante

Eden Scott, a well-established financial services firm, is offering paraplanner positions based in central Edinburgh with hybrid working options. The role is critical to the financial planning process, providing support to advisers and clients through technical expertise.

Candidates should have at least 2-3 years of experience in paraplanning and a Level 4 Diploma in Financial Planning or be progressing towards it. The opportunity includes benefits such as a competitive salary, career development, and study support.

Formación

• At least 2-3 years of paraplanning experience.
• Level 4 Diploma in Financial Planning (or equivalent), or progress towards it.
• Strong understanding of financial products and regulatory frameworks.

Responsabilidades

• Craft tailored financial reports and suitability letters.
• Conduct research and modeling for client recommendations.
• Prepare tax calculations and financial plans.
• Liaise with providers for investment and product information.
• Support client meetings and maintain documentation.
• Ensure compliance with FCA regulations.
• Collaborate with colleagues on complex cases.

Conocimientos

Paraplanning experience

Financial products understanding

Written communication

Microsoft Office proficiency

Organisational skills

Educación

Level 4 Diploma in Financial Planning

Herramientas

Microsoft Word

Microsoft Excel

Descripción del empleo

A well-established financial services firm, due to ongoing growth, has a number of paraplanner positions, including remote 6‑month FTC and permanent positions working hybrid from central Edinburgh. This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward‑thinking environment where exam support and career development is encouraged.

In this role, you’ll be central to the financial planning process, supporting advisers and clients with technical expertise and detailed analysis.

Responsibilities

• Crafting tailored financial reports and suitability letters.
• Conducting research and modelling to support client recommendations.
• Preparing tax calculations and financial plans.
• Liaising with providers to gather investment and product information.
• Supporting client meetings and maintaining accurate documentation.
• Ensuring compliance with FCA regulations and internal standards.
• Collaborating with colleagues on complex cases and sharing best practices.

Qualifications

• At least 2-3 years of paraplanning experience.
• Level 4 Diploma in Financial Planning (or equivalent), or progress towards it.
• Strong understanding of financial products and regulatory frameworks.
• Excellent written communication and report‑writing skills.
• Proficiency in Microsoft Office, especially Word and Excel.
• A proactive, organised approach to managing workload independently.

Benefits

• Competitive salary
• Scope for career development
• Hybrid/flexible working
• Study support
• High holiday allowance
• Group pension
• PMI/Life assurance