Paraplanner – Elevate Client Financial Planning (Edinburgh)

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

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.