Paraplanner

Edinburgh, City of Edinburgh Cap Resourcing Paraplanner Opportunity 🚨 📍 Edinburgh or Stirling 💰 up to £42,000 + outstanding benefits 🏡 Hybrid & remote working options 📚 Fully funded Diploma & Chartered support A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning. Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports. 🔹 What we’re looking for: * Previous experience in a Paraplanning role * Strong analytical and report writing skills * Knowledge of pensions, investments, tax & estate planning * Experience using tools such as Voyant and Analytics * Part-qualified or fully qualified candidates welcome In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved. 📩 If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you