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Permanent

Senior Paraplanner

Reed
Edinburgh
money-bag £45000 Annual
Posted: 21 July 2026 (Yesterday)
Closing date: 20 August 2026
Ref: 3141702923

Senior Paraplanner - EdinburghLeadership, Development and Progression OpportunitiesWe''re looking for an experienced Senior Paraplanner to join a growing, client-focused financial planning firm in Edinburgh.This role is ideal for a technically strong Paraplanner who enjoys research, report writing, and supporting advisers to deliver high-quality financial planning solutions. Alongside managing complex cases, you''ll play a key role in mentoring and developing junior Paraplanners, sharing technical knowledge, and helping drive best practice across the team.What You''ll BringSignificant Paraplanning experience within financial servicesProven experience producing compliant suitability reportsStrong technical knowledge of pensions, investments, protection, and tax planningSound understanding of FCA regulations and compliance requirementsExcellent written communication and attention to detailExperience coaching, mentoring, or supporting junior colleaguesDiploma in Financial Planning (Level 4) essential; Chartered status or progress towards Chartered desirableWhat''s on Offer?Competitive salary dependent on experienceHybrid working30 days holiday plus Bank Holidays, with the option to buy more8% non-contributory pension contributionPrivate Medical Insurance, Death in Service, and discounted gym membershipsBirthday leaveFull study support and exam leaveClear progression opportunitiesInvolvement in mentoring, process improvements, and key business projectsThe opportunity to make a ..... full job details .....

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