Senior Paraplanner – Make Your Mark in Aberdeen

Highly Competitive Salary | Hybrid Options | 9-Day Fortnight | Private Medical & Dental | Bonus Scheme

About the Our Client

Join one of Scotland’s fastest-growing independent financial advice firms, scaling from £30m to £150m AUM in just five years. They’re a lean, high-performing team with a laser focus on client outcomes, direct authorisation, and a bold embrace of AI to streamline the boring stuff—so you can focus on what really matters.

They’re proud to be a Top-Rated Firm with many five-star reviews, and they’re just getting started.

The Opportunity

This isn’t just another paraplanning role. It’s a chance to lead, shape, and own the paraplanning function in a firm that values innovation, independence, and integrity. You’ll work directly with their directors and advisers on complex, high-value cases and help elevate their advice standards to new heights.

What You’ll Be Doing

• Lead and evolve our paraplanning function
• Collaborate on complex advice cases (cashflow modelling, IHT, investment bonds, HNW planning)
• Own replacement business cases and ensure suitability
• Develop drawdown reviews and ongoing advice frameworks
• Mentor and upskill the wider team
• Refine advice templates, workflows, and client communications
• Use FE Analytics, FE Cashcalc, and other tools to deliver robust, evidence-based recommendations
• Support operational efficiency alongside the Operations Manager

What They’re Looking For

• A seasoned paraplanner with strong technical knowledge
• Confident working independently and collaboratively
• Experience in complex planning and FCA expectations
• A natural mentor and team shaper
• Familiarity with FE tools or similar
• Someone who wants to make a mark, not just do a job

Why You’ll Love It Here

• Ambition with heart – growth without compromising values
• Independence with integrity – no product bias, just client-first advice
• Innovation with purpose – smart tech that elevates human impact
• Culture with character – they work hard, laugh often, and celebrate success

Perks & Package

• Highly competitive salary depending on experience
• 31 days holiday (only 4 fixed for Christmas/New Year)
• Hybrid working or 9-day fortnight
• Private medical & dental cover
• Private pension scheme
• Staff referral bonus
• Year-end performance bonus
• Flexible, social, and supportive team
• Occasional travel and out-of-hours events

Ready to lead the next chapter of your career?

Apply now or reach out for a confidential chat with Pauline Low at Reed on .

Let’s build something exceptional - together.