Trainee Paraplanner

Reed; Easter Howgate; On-site; GBP 20,000 - 30,000; Full time

Job summary

A respected Chartered Financial Planning company in Edinburgh is seeking a Trainee Paraplanner to support advisers with research and client reports. The ideal candidate is organized, detail-driven, and eager to learn in a supportive team environment with clear career progression. Previous experience in financial services is a bonus, but not essential.

Benefits

Mentoring and training

Clear progression path

Qualifications

• Passion for learning and proactive attitude.
• Ability to juggle multiple priorities.
• Experience in financial services or report writing is a bonus.

Responsibilities

• Support advisers with research, valuations, and client reports.
• Maintain accurate client records using Intelligent Office (IO).
• Prepare suitability reports and process new business applications.

Skills

Organisational skills

Excellent communication

Confidence with Microsoft Office

Attention to detail

Problem-solving

Tools

Intelligent Office (IO)

Job description

Trainee Paraplanner – Launch Your Career in Financial Planning!

Location: Edinburgh Office

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 Trainee 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 financial services or report writing is a bonus, but not essential

Why Join Our Clients Team?

• Supportive team environment with mentoring and training
• Clear progression path towards becoming a qualified Paraplanner
• 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

Ready to Apply?

If you're looking for a career, not just a job, and want to grow in a role that challenges and rewards you – apply now and take the first step towards becoming a Paraplanner!

For a confidential chat, please contact Pauline Low at Reed