Paraplanner

Location: Offices in Edinburgh, Glasgow and London

About the Role:

We're looking for a detail-driven Paraplanner to join our IFA client's paraplanning team as they go through a period of continued growth to ensure first-class client service is delivered. You will play a key role in turning financial strategies into actionable, well-documented plans. This isn't a back-office-only role — you'll collaborate closely with advisors, sit in on client meetings when needed, and help shape client outcomes through sharp technical work and problem-solving.

What You'll Be Doing:

* Build and refine financial plans for individuals and families — including modelling cash flow, pension and retirement income streams, investment allocations, and insurance needs.

* Translate strategy into documentation — create reports and recommendations that are not only compliant, but easy for clients to understand.

* Crunch the numbers — run projections, scenario analyses, and stress-testing to support advice recommendations.

* Act as a technical sounding board — assist advisors with research on legislation, tax rules, and product comparisons.

* Own your space — manage your planning workflow, keep CRM notes tidy, and stay on top of compliance checklists and review dates.

* Collaborate — attend internal strategy sessions, client briefings, and work with admin support and compliance to ensure every plan is both sound and deliverable.

What We're Looking For:

* At least 2 years of experience in a paraplanning or technical support role.

* A strong working knowledge of pension, tax strategy, personal insurance, and investment platforms.

* Comfortable using tools for cash-flow planning, Excel, or other planning software — or willing to learn fast.

* Excellent written skills — you'll need to be able to explain complex financial strategies in clear, concise documents.

* Ideally already hold, relevant qualifications (e.g., Diploma in Regulated Financial Planning) and moving towards Chartered status.

* Someone who enjoys problem-solving, pays attention to detail, and can juggle multiple tasks without losing the plot.

Nice to Have (But Not Essential):

* Experience with high-net-worth clients and estate planning experience.

* A bit of personality in your writing — bonus points if you can make technical documents human-readable

Why Join Us?

As a collaborative, down-to-earth team with a strong client-first culture you won't get lost in a massive corporate structure — your work will directly impact clients and help shape better financial futures. The company will invest in your growth and back you if you're aiming to become a Financial Adviser down the track (if that's your thing)