R

Paraplanner

icon building Company : Reed
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
icon loader

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Paraplanner

Step Up Your Career as a Paraplanner – Join a Dynamic Team in Edinburgh!

Are you a Diploma-qualified Junior Paraplanner ready to take the next step in your career? Our client in Edinburgh is offering an exciting opportunity to join a growing, energetic team where you’ll be supported in your development and progression.

Your Role and Impact

As a Paraplanner, you’ll play a vital role in supporting financial advisers by:

  • Delivering high-quality technical support to ensure clients receive maximum value.
  • Drafting clear, client-focused communications and bespoke financial plans.
  • Gathering and analysing both qualitative and quantitative data using advanced tools to produce compliant, tailored financial strategies.
  • Contributing to the enhancement of centralised, cost-effective propositions and participating in engaging project work.
Key Responsibilities
  • Collaborate with advisers to understand client goals and objectives.
  • Analyse client documentation including fact finds and meeting notes.
  • Source accurate data to support financial projections.
  • Create detailed financial plans in line with company standards.
  • Use financial software to generate precise projections.
  • Prepare thoroughly for client meetings, ensuring advice is aligned with their needs.
  • Support advisers during client presentations and respond to technical queries.
  • Produce polished reports following planning meetings.
  • Liaise with product providers and third parties.
  • Stay informed on regulatory updates and market trends.
What You’ll Bring
  • Previous experience in a paraplanning role.
  • Level 4 Diploma qualified (or working towards it).
  • Ideally familiar with tools such as Cashflow Modelling Software, Intelligent Office, FE Analytics, Selectapension, Dynamic Planner, and various provider platforms.
What’s on Offer
  • Competitive salary (DOE) + performance bonus.
  • Hybrid working model.
  • 28 days holiday + bank holidays (with flexibility on 3 BHs).
  • Supportive, collaborative work environment.
  • Study support for further professional qualifications.
  • Comprehensive benefits including pension, Death in Service cover, Bupa Cash Plan, and healthcare.
Ready to Elevate Your Career?

If you're eager to grow and make a meaningful impact within a talented team, we’d love to hear from you. Apply now!

For more information, contact Pauline Low at Reed on or connect on LinkedIn.

Would you like this version tailored further for a specific platform like LinkedIn, a careers page, or a job board?

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Share Job
Share Job

Auto-Apply to Paraplanner Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Paraplanner Jobs in the UK

GrabJobs is the no1 job portal in the UK, connecting you to thousands of jobs fast! Find the best jobs in the UK, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.