Paraplanner

A nationwide wealth manager due to ongoing growth is seeking an experienced Paraplanner to join its growing Edinburgh office, only requiring attendance once or twice a week. This opportunity is ideal for a technically strong financial planning professional who enjoys working collaboratively with advisers and delivering high-quality client outcomes through detailed research and analysis, looking to join a supportive team and they also offer very flexible working with a large degree of hybrid/ work from home arrangements.The successful candidate will play a central role in supporting financial advisers by producing detailed analysis, preparing client reports, and ensuring recommendations are underpinned by robust research. This is a key technical position within the advice process, offering exposure to a wide variety of client cases across pensions, investments, and protection planning.Key Responsibilities Analyse client financial positions, objectives, and risk profiles to support tailored advice solutions Conduct product and market research to identify suitable financial planning strategies Prepare high-quality suitability reports and recommendation documentation in line with regulatory standards Work closely with advisers to review and refine proposed advice, providing technical insight and challenge where appropriate Produce cashflow modelling and planning analysis to support long-term financial strategies Maintain accurate and fully compliant client records across internal systems Ensure all documentation and client interactions meet internal compliance and regulatory expectations Ideally they are looking for a detail-oriented professional who combines strong technical knowledge with excellent organisational skills. The ideal candidate will be comfortable working in a fast-paced advisory environment and capable of managing multiple priorities effectively.Key attributes include: Strong analytical and problem-solving capability Excellent written communication skills with the ability to produce clear, client-friendly reports A proactive and collaborative approach when working with advisers and wider teams High standards of accuracy and attention to detail Confidence using financial planning tools and back-office systems Skills & Experience Diploma in Financial Planning (Level 4) or equivalent qualification Experience working within an IFA or wealth management setting Broad knowledge of pensions, investments, and protection products Familiarity with cashflow modelling and research platforms Experience maintaining compliant client records and supporting regulated advice processes What’s on Offer Opportunity to join a respected national firm with a strong reputation in financial planning A technically focused role with exposure to diverse client scenarios Supportive team environment with opportunities for ongoing professional development Competitive salary and benefits package This is an excellent opportunity for a Paraplanner seeking to advance their career within a progressive and client-focused wealth management business, while playing a vital role in delivering high-quality financial advice. In return they've excellent benefits, exam support, scope to develop internally alongside a competitive basic salary. Please get in touch for more information and a confidential discussion.