Senior Paraplanner

Senior Paraplanner - Edinburgh

Leadership, Development & Progression Opportunities

We're looking for an experienced Senior Paraplanner to join a growing, client-focused financial planning firm in Edinburgh.

This role is ideal for a technically strong Paraplanner who enjoys research, report writing, and supporting advisers to deliver high-quality financial planning solutions. Alongside managing complex cases, you'll play a key role in mentoring and developing junior Paraplanners, sharing technical knowledge, and helping drive best practice across the team.

What You'll Bring

• Significant Paraplanning experience within financial services
• Proven experience producing compliant suitability reports
• Strong technical knowledge of pensions, investments, protection, and tax planning
• Sound understanding of FCA regulations and compliance requirements
• Excellent written communication and attention to detail
• Experience coaching, mentoring, or supporting junior colleagues
• Diploma in Financial Planning (Level 4) essential; Chartered status or progress towards Chartered desirable

What's on Offer?

• Competitive salary dependent on experience
• Hybrid working
• 30 days holiday plus Bank Holidays, with the option to buy more
• 8% non-contributory pension contribution
• Private Medical Insurance, Death in Service, and discounted gym memberships
• Birthday leave
• Full study support and exam leave
• Clear progression opportunities
• Involvement in mentoring, process improvements, and key business projects
• The opportunity to make a genuine impact within a growing business

If you're an experienced Paraplanner looking to take the next step into a senior position with leadership responsibilities, we'd love to hear from you.

For a confidential discussion, contact Pauline Low at Reed on or apply today.