Paraplanner
Cap Resourcing
📣 We’re Hiring: Paraplanner (minimum level 4 qualified)Â
📍 Edinburgh | Hybrid WorkingÂ
đź’·Â Up to ÂŁ55,000 (DOE) + Outstanding BenefitsÂ
If you’re looking for a position where your technical expertise is genuinely valued, not just tick-boxed, this could be the move you’ve been waiting for.Â
We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.Â
What We’re Looking ForÂ
✔ Proven Paraplanning experience within financial planning / wealth managementÂ
✔ Diploma in Regulated Financial Advice (Level 4) or equivalentÂ
✔ Strong understanding of the end-to-end advice processÂ
✔ Excellent product, provider and risk analysis skillsÂ
✔ Solid grasp of regulatory and governance requirementsÂ
✔ Highly organised with exceptional attention to detailÂ
✔ Strong written and verbal communication skillsÂ
✔ Confident report writer with strong numeracyÂ
✔ Experience with Xplan or similar financial planning systemsÂ
The BenefitsÂ
✨ Private Medical InsuranceÂ
✨ Life Assurance (8x salary)Â
✨ Very generous pension contributionÂ
✨ Share save schemeÂ
✨ 25 days holiday + option to buy/sell additional daysÂ
✨ Hybrid workingÂ
If you’re an experienced Paraplanner who cares about quality, collaboration and professional development, let’s talk.Â
đź“©Â Get in touch for a confidential conversation
Application opens at the source listing. Free for jobseekers.