Working with a leading financial provider based in Edinburgh, we’re seeking an experienced Technical Paraplanner to play a pivotal role in shaping high-quality client advice across the business. This isn’t just about drafting reports—it’s about becoming a trusted partner to advisers, mentoring colleagues, and delivering intelligent, client-focused solutions.

 
Key Responsibilities:

•        Produce clear, insightful and technically robust advice reports across a wide spectrum of financial planning areas.

•        Carry out in-depth research and analysis on client products and investments, presenting findings in a way that adds real value.

•        Support financial planners in building cashflow models and bespoke investment proposals.

•        Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan).

•        Mentor and train Client Service Associates, Paraplanners and Graduates, actively sharing knowledge and best practice.

•        Keep ahead of FCA rules and regulatory changes, embedding compliance into daily practice.


Requirements:

•       Strong technical expertise with clear communication skills and a proactive approach

•       Detail-oriented, organised, and client-focused, with the confidence to work independently while juggling multiple priorities

•       Minimum 2–3 years in a paraplanning role (or equivalent)

•       Strong financial services knowledge covering various advice areas

•       Skilled with research tools such as FE Analytics and cashflow modelling

•       Proficient in Microsoft Word, Excel and ideally have experience of Xplan (or a similar Practice Management System).

•       Excellent written and verbal communication skills.

•       Level 4 Diploma in Financial Planning (or equivalent), or working towards qualification.

•       Support provided should you wish to work towards Level 6 and Chartered status.

 
Salary: Up to £45,000

Job Type: Full-Time – Hybrid Options

 
How to Apply: 

If you are a dedicated and enthusiastic Paraplanner looking to advance your career in a dynamic and supportive environment, we’d love to hear from you. Please submit your CV via the link or email vikki@recruitment22.co.uk and we will contact you if you have been successfully shortlisted.