Paraplanner

Kick Start Your Career in 2025 & Join Our Clients Dynamic Team in Edinburgh as a Paraplanner!

Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee Paraplanner or experienced Paraplanner.

How You’ll Make an Impact:

• You’ll provide essential technical support to our advisers, ensuring they deliver maximum value to our clients
• As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans
• You’ll gather qualitative and quantitative information, using cutting-edge tools, to create compliant and comprehensive financial plans
• Review and enhance our centralised and low-cost propositions. Dive into exciting project work when needed

Your Principal Accountabilities:

• Understand client objectives by collaborating with advisers
• Analyse client file notes, fact finds, and meeting notes to support advice
• Obtain necessary information for accurate financial projections
• Prepare for client meetings, ensuring advice aligns with client needs
• Work closely with product providers and third parties
• Assist advisers during client presentations and address technical queries

Crafting Clear Reports:

• Draft comprehensive financial plans using our house style
• Skilfully manipulate software for accurate projections
• After client planning meetings, produce polished reports
• Keep up to date with regulatory changes and market developments

Your Skills and Qualifications:

• Paraplanning experience in a similar setting
• Level 4 Diploma qualified or working towards it
• Ideally proficient in Cashflow modelling software, Intelligent Office, FE Analytics, Select-a-Pension, Dynamic Planner, and various Platform/Provider websites

Why Choose Our Clients Team?

• Competitive salary DOE/Qualifications
• Hybrid working
• 28 days holidays + Bank holidays (3 BH can be flexible)
• Supportive, friendly and collaborative working environment
• Study support and career growth opportunities
• Flexible benefits package including PMI, Health Cash Plan and Dental Cover

Ready to embark on this exciting journey? Submit your CV today or contact Pauline Low at Reed on or via LinkedIn