Paraplanner

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.

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.

• 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.

• 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.

• 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.

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?