Senior Paraplanner — Financial Planning (Edinburgh, Hybrid)

Cap Resourcing Ltd; Ingliston; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance (8x salary)

Pension contributions

Share save scheme

25 days holiday + option to buy/sell

Hybrid working

Job summary

Cap Resourcing Ltd has partnered with a growing Edinburgh financial planning firm to recruit an experienced Paraplanner (minimum Level 4). The role offers hybrid working, a competitive salary up to £55,000 DOE and a benefits package.

You will use your paraplanning expertise to support the end-to-end advice process, produce reports, and analyze provider products and risk. Strong numeracy and Xplan experience are desirable.

Qualifications

• Proven paraplanning experience within financial planning / wealth management.
• Diploma in Regulated Financial Advice (Level 4) or equivalent.
• Strong understanding of the end to end advice process.
• Excellent product, provider and risk analysis skills.
• Solid grasp of regulatory and governance requirements.
• Highly organised with exceptional attention to detail.
• Strong written and verbal communication skills.
• Confident report writer with strong numeracy.
• Experience with Xplan or similar financial planning systems.

Skills

Paraplanning

Financial analysis

Report writing

Written communication

Verbal communication

Xplan

Education

Diploma in Regulated Financial Advice (Level 4)

Tools

Xplan

Job description

Cap Resourcing Ltd has partnered with a growing Edinburgh financial planning firm to recruit an experienced Paraplanner (minimum Level 4). The role offers hybrid working, a competitive salary up to £55,000 DOE and a benefits package.

You will use your paraplanning expertise to support the end-to-end advice process, produce reports, and analyze provider products and risk. Strong numeracy and Xplan experience are desirable.