Senior Paraplanner – Wealth Planning & Modelling

An exciting opportunity for a Level 4 qualified Paraplanner to join a fast-growing wealth management firm in Edinburgh

Responsibilities:

• Client analysis and cash flow modelling
• Preparation of financial planning solutions (investment, retirement, tax, IHT)
• Writing suitability reports and client documentation
• Supporting reviews and maintaining client records
• Liaising with advisers, clients, and external professionals

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• 2+ years’ experience in financial services
• Strong technical, analytical, and report writing skills
• 25 days holiday + option to buy/sell
• Pension, private medical & protection cover

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