Trainee Paraplanner

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

Benefits offered by this job

Mentoring and training

Career progression

Job summary

Reed is recruiting a Trainee Paraplanner in Edinburgh to support advisers with research, client reporting, and preparing suitability reports. The role offers hands-on experience within a Chartered Financial Planning company and a clear path to becoming a qualified paraplanner.

You will join a team that values integrity and continuous improvement, receiving mentoring and structured training to develop essential skills in financial planning and compliance.

Qualifications

• Willingness to learn and adapt in a fast-paced environment.
• Strong organisational skills with ability to juggle multiple priorities.
• Excellent written and verbal communication.

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.
• Liaise with clients, advisers and providers to ensure smooth service delivery.
• Learn the ropes of financial planning, compliance and report writing.

Skills

Organisational skills

Communication skills

MS Office proficiency

Attention to detail

Problem solving

Tools

Intelligent Office (IO)

Microsoft 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