Paraplanner and 6 month FTC remote

A well-established financial services firm due to ongoing growth have a number of paraplanner positions, including remote on a 6 month FTC, also permanent hybrid from central Edinburgh.This is a fantastic opportunity for someone passionate about delivering high-quality financial planning support and keen to grow within a forward-thinking environment where exam support and career development is encouraged.

In this role, you’ll be central to the financial planning process, supporting advisers and clients with technical expertise and detailed analysis. Your responsibilities will include:

• Crafting tailored financial reports and suitability letters.
• Conducting research and modelling to support client recommendations.
• Preparing tax calculations and financial plans.
• Liaising with providers to gather investment and product information.
• Supporting client meetings and maintaining accurate documentation.
• Ensuring compliance with FCA regulations and internal standards.
• Collaborating with colleagues on complex cases and sharing best practices.

Preferred experience/background required:

• At least 2-3 years of paraplanning experience.
• Level 4 Diploma in Financial Planning (or equivalent), or progress towards
• Strong understanding of financial products and regulatory frameworks.
• Excellent written communication and report-writing skills.
• Proficiency in Microsoft Office, especially Word and Excel.
• A proactive, organised approach to managing workload independently.

In return our client are offering a competitive salary, scope for career development, hybrid/flexible working, study support alongside excellent benefits such a high holiday allowance, group pension, PMI/Life assurance.  Please get in touch for a confidential discussion with Alison Curran prior to progressing.  If this specific role is not for you, we may have other positions to discuss so please get in touch to hear more.