Job Description
Trainee Paraplanner
Edinburgh Hybrid Working Competitive Salary/Benefits + Bonus
Are you ready to take the next big step in your paraplanning career?
Join a high-performing, client-focused wealth management team where your development, technical growth, and long-term success truly matter.
We're looking for a Trainee Paraplanner to join our clients Edinburgh based team. This is a fantastic opportunity for someone with strong analytical thinking, great communication skills, and a passion for financial planning to develop into a skilled paraplanner.
What You'll Be Doing
As a Trainee Paraplanner, you'll play a key role in supporting their Financial Advisors and delivering an exceptional client experience. Day to day, you will:
- Provide trusted, proactive support to a team of Financial Advisors
- Help manage and process both new and existing client business
- Assist in coordinating administration support and ensuring service standards stay high
- Apply Conduct Risk principles in all tasks
- Build knowledge of core Financial Planning solutions through real client scenarios
- Analyse client needs, highlight planning opportunities, and construct financial solutions
- Produce accurate, robust financial plans and supporting analysis (with guidance)
- Support client interactions and develop a strong understanding of advice processes
- Contribute to a collaborative, dynamic and quality-driven team environment
What You'll Bring
Must-have:
- Clear written and verbal communication
- Strong organisational skills with the ability to meet deadlines
- A self-starter mindset with the ability to work independently
Nice-to-have:
- Currently studying toward, or planning to study toward, the CII Level 4 Diploma (or equivalent)
What's In It for You?
You'll be joining a team that values development, collaboration, and technical excellence. Expect:
- Leaders committed to your professional growth through coaching and development
- Opportunities to learn from experienced Wealth Managers and Paraplanners
- Exposure to complex planning work and high-quality clients
- A dynamic, supportive, and progressive working environment
On Offer:
- Highly competitive salary DOE + discretionary bonus
- Hybrid working model
- Pension contribution up to 12%
- Group Life Insurance & Income Protection
- Flexible benefits (including PMI & Critical Illness cover)
- Share incentive scheme
- Long-term career progression and meaningful impact
Ready to Grow Your Career?
If you're ambitious, curious, and passionate about developing as a Paraplanner, we'd love to hear from you.
Apply now or get in touch for a confidential chat.Contact Pauline Low at Reed on
