Technical Paraplanner

A rare new opportunity has arisen to join a leading chartered financial planning firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice.

The successful candidate will play a pivotal role in supporting advisers through the preparation of comprehensive financial reports, conducting product research, and ensuring client data is accurately maintained. This position requires a proactive approach to managing workflows, collaborating with internal teams, and engaging with clients and third parties.

Key Responsibilities

• Draft and deliver client reports and annual reviews with precision and clarity
• Collaborate with advisors to implement client requests and financial str...