Senior Paraplanner

Eden Scott; Inverurie; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Career progression

Study support

Supportive team

Job summary

Eden Scott is recruiting a Senior Paraplanner for our client in Inverurie, offering hybrid working and a competitive salary with benefits. You will deliver high-quality technical support, write detailed reports and support Financial Advisers across pensions, investments and retirement planning.

You will join a collaborative team in a forward-thinking financial planning firm that values development, study support and clear career progression as part of a growing organisation.

Qualifications

• Previous Paraplanner or Senior Paraplanner experience.
• Strong technical knowledge across pensions, investments and financial planning.
• Excellent report-writing and analytical skills.
• High attention to detail and a proactive approach.
• Ability to manage multiple priorities and deadlines.
• Working towards Level 4 Diploma; Chartered status advantageous.

Responsibilities

• Prepare and write detailed suitability reports and recommendations.
• Conduct technical research across pensions, investments, protection and retirement planning.
• Analyse existing client arrangements and identify planning opportunities.
• Provide technical support to Financial Advisers on complex cases.
• Assist with cashflow modelling and financial planning strategies.
• Ensure all work meets regulatory and compliance standards.
• Support and mentor junior team members where appropriate.
• Maintain accurate client records and documentation.

Skills

Paraplanner

Pensions

Investments

Report writing

Analytical skills

Attention to detail

Time management

Education

Level 4 Diploma

Job description

Senior Paraplanner

Inverurie | Hybrid Working | Competitive Salary + Benefits

Are you an experienced Paraplanner looking for your next challenge within a supportive, collaborative and forward-thinking financial planning firm?

Due to an internal promotion and continued business growth, we are delighted to be recruiting for a Senior Paraplanner to join our client's welcoming team based in Inverurie. This is an excellent opportunity to play a key role within a well-established and growing business where your expertise will be valued, your development supported, and your contribution recognised.

The Opportunity

Working closely with Financial Advisers and the wider support team, you will be responsible for delivering high-quality technical support and financial planning research, helping to ensure clients receive exceptional service and advice.

You’ll be joining a close-knit team with a strong culture of collaboration, professionalism and mutual support. The position offers a hybrid working arrangement, providing flexibility while maintaining valuable face-to-face interaction with colleagues.

Key Responsibilities

• Prepare and write detailed suitability reports and recommendations
• Conduct technical research across pensions, investments, protection and retirement planning
• Analyse existing client arrangements and identify planning opportunities
• Provide technical support to Financial Advisers on complex cases
• Assist with cashflow modelling and financial planning strategies
• Ensure all work meets regulatory and compliance standards
• Support and mentor junior team members where appropriate
• Maintain accurate client records and documentation

About You

We’re keen to speak with individuals who can demonstrate:

• Previous experience in a Paraplanner or Senior Paraplanner role
• Strong technical knowledge across pensions, investments and wider financial planning
• Excellent report-writing and analytical skills
• High attention to detail and a proactive approach
• Ability to manage multiple priorities and deadlines
• Working towards or holding Level 4 Diploma qualifications (Chartered status advantageous)
• A collaborative and positive mindset

What’s on Offer?

• Hybrid working arrangement
• Competitive salary and benefits package
• Clear career progression opportunities
• Professional study and development support
• A friendly, cohesive and highly supportive team environment
• The chance to join a growing organisation where your contribution genuinely makes a difference

If you’re looking for a role where you’ll be valued as a trusted technical expert while enjoying genuine flexibility and career growth, we’d love to hear from you.