Paraplanner - Permanent Role
International Wealth & Investment Management Firm
Location: Edinburgh (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An exciting opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm on a permanent basis in their Edinburgh office. This role offers a competitive salary of up to £50,000, hybrid working flexibility, and access to a highly competitive benefits package.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient and compliant delivery of advice to both new and existing clients. This is a varied and technically focused role within a collaborative and professional environment.
Key responsibilities include:
*Providing high-quality technical and administrative support to Financial Planners and Advisers
*Preparing comprehensive financial plans, suitability reports, and recommendations
*Conducting detailed research and analysis to develop tailored client solutions
*Ensuring all work complies with FCA regulations and internal governance standards
*Supporting the preparation and follow-up of client meetings and annual reviews
*Liaising with internal departments to maintain exceptional client service standards
Candidate Requirements:
The ideal candidate will demonstrate:
*CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Proven experience in a Paraplanning role within a wealth management environment
*Strong analytical and problem-solving skills
*Excellent written and verbal communication skills
*High attention to detail with the ability to manage deadlines effectively
*The ability to work independently while contributing positively to a team
Benefits & Remuneration:
*Salary: Up to £50,000 (dependent on experience)
*Hybrid working model offering flexibility - 1 day per week from home
*Comprehensive benefits package including:
*Private medical insurance
*Group income protection
*Generous pension contributions
*Employee assistance programme
*Health assessments
*Season ticket loan, cycle-to-work scheme, and additional lifestyle benefits
This is an outstanding opportunity for an ambitious and technically strong Paraplanner seeking a long-term career move within a prestigious and globally recognised organisation. You will join a supportive team environment with clear progression opportunities and exposure to complex client work.