Reed
Paraplanner – Edinburgh – Progression Opportunities
Join a Growing Financial Planning Team
We're seeking an experienced Paraplanner to join a collaborative and client-focused financial planning business in Edinburgh.
This is an excellent opportunity for a technically strong professional who enjoys report writing, research, and supporting advisers in delivering high-quality financial planning solutions. You'll play a key role in producing compliant suitability reports, conducting technical research, preparing cashflow models, and helping create tailored recommendations that achieve the best outcomes for clients.
What You'll Bring
- Previous Paraplanning experience within financial services
- Experience writing compliant suitability reports
- Strong technical knowledge of pensions, investments, protection, and tax planning
- Good understanding of FCA regulations and compliance requirements
- Excellent attention to detail and written communication skills
- Diploma in Financial Planning (Level 4) or working towards qualification
What's on Offer?
- Highly comprehensive salary DOE
- Hybrid working
- 30 days holiday + Bank Holidays and option to buy additional days
- 8% pension contribution (non-contributary)
- Benefits package that includes Death in Service, PMI and discounted gym memberships
- Birthday leave – enjoy a paid day off on your special day
- Ongoing professional development and qualification support – Paid study support and time off for exams
- Progression opportunities towards Senior Paraplanner and Financial Planner roles
- The opportunity to play an active role in the growth of the business, including involvement in training, mentoring, process improvement initiatives, and key business projects
- The chance to make a real impact within a growing and ambitious organisation
If you're looking for a role where your technical expertise is valued, your ideas are welcomed, and your career development is genuinely supported, we'd love to hear from you. Submit your CV today!
For a confidential chat, please reach out to Pauline Low at Reed on
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.