Trainee Paraplanner: Start Your Financial Planning Career

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

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.