Trainee Paraplanner or Paraplanner

Eden Scott; City of Edinburgh; On-site; GBP 26,000 - 35,000; Full time

Job summary

A leading firm in Edinburgh is looking for a Trainee Paraplanner or a near-qualified Paraplanner to join their professional team. This role offers exceptional career development opportunities alongside industry experts, enabling you to expand your knowledge in investments and pensions while delivering excellent client service.

Qualifications

• Experience in IFA administration desired.
• Commitment to career development in pensions and investments.

Responsibilities

• Provide support to qualified advisers.
• Engage in basic report writing and financial analysis.
• Shadow experienced professionals to gain insights.

Skills

Financial analysis

Report writing

Proactive service

Job description

Social network you want to login/join with:

Trainee Paraplanner or Paraplanner, Edinburgh

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

88d28be9c516

Job Views:

5

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

A truly unique trainee/developing paraplanner vacancy has arisen with our client, a highly professional chartered advisers with top calibre staff. This is a rare job opportunity for an experienced IFA administrator to join them, train, and develop into a true paraplanner. Alternatively, the role could be suited to a near-qualified Paraplanner to join the central Edinburgh team.

In this role, you will work alongside some of the industry's most qualified advisers, providing full support. Responsibilities include basic report writing, financial analysis, and creating "reasons why" documents. You will also have the opportunity to shadow experienced professionals. Throughout your daily duties, you are expected to deliver exceptional service, be proactive, and be committed to developing your career internally by expanding your knowledge in pensions and investments.