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Permanent

Senior Paraplanner

Recruit UK
Edinburgh
money-bag £40000 Annual
Posted: 17 July 2026 (Today)
Closing date: 16 August 2026
Ref: 3140177496

Job Title: Senior ParaplannerIndustry: Financial ServicesLocation: Edinburgh (Hybrid)Salary: £50,000 (DOE)Job Ref: 10467Recruit UK are working on an excellent opportunity for a Senior Paraplanner to join a growing and highly regarded financial planning firm. This is an exciting opportunity for an experienced, Level 4 qualified Paraplanner who enjoys delivering high-quality technical support and working closely with Financial Advisers to provide outstanding client outcomes.This role offers the chance to work within a collaborative team, supporting a wide range of clients across investment, retirement, tax and estate planning, while contributing to the continued development of the firm''s paraplanning function.The position is based in either the Edinburgh office, operating on a hybrid working model.Role: As a Senior Paraplanner, you will provide technical expertise and report-writing support throughout the advice process, helping advisers deliver tailored financial planning solutions while ensuring an exceptional client experience.Your responsibilities will include:Producing high-quality suitability reports tailored to individual client objectives.Undertaking detailed financial analysis and developing cashflow planning models.Researching and recommending suitable investment, pension, protection and tax planning solutions.Preparing financial planning reports, recommendation letters and supporting documentation.Taking ownership of client files and ensuring accurate maintenance ..... full job details .....

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