Trainee Paraplanner

Trainee Paraplanner – Take the Next Step in Your Career

Edinburgh | Hybrid | Full Time | Permanent

Are you a Trainee Paraplanner with around a year’s experience looking to build your technical skills and progress your career in wealth management?

You’ll work closely with experienced paraplanners and advisers, gaining exposure to the full advice process in a supportive, collaborative environment.

What you’ll be doing:

• Assisting with client research, analysis and cashflow modelling
• Supporting the preparation of suitability reports and review documentation
• Maintaining accurate client records and back-office systems
• Liaising with advisers, administrators and external professional partners
• Continuing your technical development alongside experienced colleagues

What we’re looking for:

• Around 1 years’ experience in a paraplanning role
• Studying towards or holding Diploma in Financial Planning (Level 4)
• Strong attention to detail, communication and report-writing skills
• A proactive approach to learning and ongoing CPD

What’s on offer:

• Competitive salary with discretionary bonus
• Generous pension scheme
• Hybrid working
• 25 days holiday + public holidays, with buy/sell options
• Further study support and structured development
• Private medical cover, life & income protection
• A wide range of flexible benefits

If you’re keen to develop into a fully-fledged paraplanner and want exposure, support and progression, this role could be the perfect next step.

Apply now to grow your paraplanning career. Or for a confidential chat, contact Pauline Low at Reed on .