Paraplanner
other jobs Cap Resourcing Ltd
Added before 5 Days
- Scotland,Midlothian
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Full job descriptionWe’re Hiring: Paraplanner (minimum level 4 qualified)
Edinburgh | Hybrid Working
Up to £55,000 (DOE) + Outstanding Benefits
If you’re looking for a position where your technical expertise is genuinely valued, not just tick boxed, this could be the move you’ve been waiting for.
We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.
What We’re Looking For
Proven Paraplanning experience within financial planning / wealth management
Diploma in Regulated Financial Advice (Level 4) or equivalent
Strong understanding of the end to end advice process
Excellent product, provider and risk analysis skills
Solid grasp of regulatory and governance requirements
Highly organised with exceptional attention to detail
Strong written and verbal communication skills
Confident report writer with strong numeracy
Experience with Xplan or similar financial planning systems
The Benefits
Private Medical Insurance
Life Assurance (8x salary)
Very generous pension contribution
Share save scheme
25 days holiday + option to buy/sell additional days
Hybrid working
If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk.
Get in touch for a confidential conversation
Edinburgh | Hybrid Working
Up to £55,000 (DOE) + Outstanding Benefits
If you’re looking for a position where your technical expertise is genuinely valued, not just tick boxed, this could be the move you’ve been waiting for.
We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.
What We’re Looking For
Proven Paraplanning experience within financial planning / wealth management
Diploma in Regulated Financial Advice (Level 4) or equivalent
Strong understanding of the end to end advice process
Excellent product, provider and risk analysis skills
Solid grasp of regulatory and governance requirements
Highly organised with exceptional attention to detail
Strong written and verbal communication skills
Confident report writer with strong numeracy
Experience with Xplan or similar financial planning systems
The Benefits
Private Medical Insurance
Life Assurance (8x salary)
Very generous pension contribution
Share save scheme
25 days holiday + option to buy/sell additional days
Hybrid working
If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk.
Get in touch for a confidential conversation
Job number 4099485
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Company Details:
Cap Resourcing Ltd
Company size: 1–4 employees
Industry: Other
At CAP Resourcing, we specialise in connecting top talent with the best opportunities. For clients, we find the perfect fit to help your business thri...