Trainee Paraplanner

Reed; Easter Howgate; On-site; GBP 18,000 - 24,000; Full time

Job summary

Reed in Edinburgh is seeking a motivated Trainee Paraplanner to join our Chartered Financial Planning team. You will support advisers with research, client reports, and new business processes while learning essential compliance and report-writing skills.

With mentoring, hands-on experience, and clear progression toward becoming a qualified paraplanner, this role offers a practical start in financial planning within a supportive, detail-focused environment.

Qualifications

• Strong organisational skills and ability to juggle multiple priorities.
• Excellent written and verbal communication.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Detail-oriented with a proactive, learning mindset.
• Experience in financial services or report writing is a bonus but not essential.

Responsibilities

• 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.

Skills

Organisational skills

Attention to detail

Communication skills

Microsoft Office

Problem-solving

Tools

Intelligent Office

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