Part Time Paraplanner
Homebased (must be commutable to Edinburgh or Glasgow)
28 hours per week
Up to £52,000 full time equivalent + excellent benefits
Looking to build your career with a firm that genuinely invests in your future?
This is your chance to join a highly respected, award-winning financial planning and investment business that’s been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they’ve built a reputation as a market leader and a great place to grow your career.
They’re now looking for a Paraplanner to join on a part-time basis to become a key part of their collaborative team. You’ll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service.
This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals.
Key Responsibilities
- Gather and review client information; flag any gaps to advisers
- Conduct financial analysis and prepare reports
- Research suitable financial products and solutions
- Obtain quotes and comparisons within deadlines
- Align investment strategies with client risk profiles
- Draft recommendation reports for adviser approval
- Support ongoing client servicing (e.g. withdrawals, fund switches)
About You (Skills & Experience)
- Diploma in Financial Planning (CII) or equivalent (minimum)
- Strong understanding of financial planning and paraplanning processes
- Able to work independently and follow structured processes
- Good organisation, prioritisation, and multitasking skills
- Strong IT, report writing, and communication skills
Benefits include:
- Homebased working
- 25 days holiday + bank holidays
- 10% contributory pension
- Private medical cover
- 4x life assurance
- Full study support towards Chartered status
- Clear progression pathways within the business
You’ll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.