Paraplanner Work, Jobs in Thornton, Fif (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Seven Investment Management —Edinburgh
- Microsoft Word
- Writing skills
- Continuous improvement
7d
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
Paraplanner
RGH‑Global Limited —Edinburgh
- £35,000 - £45,000 a year
- Full-time
- Hybrid work

Discover related jobs

Based on your search for paraplanner jobs.

Service Advisor
Arnold Clark —Glenrothes
Letting customers know of any faults or repairs found on their vehicle and provide them with clear and accurate solutions. A full UK driving licence.
£30,500 - £42,500 a year
Quick apply
13d
Customer Services Advisor
Halfords —Kirkcaldy
Experience of delivering great customer service, ideally in a retail sales environment. A proactive approach to helping customers and understanding their needs.
£11.05 - £12.91 an hour

I want to receive the latest job alerts for paraplanner in thornton, fif

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Paraplanner

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
Communication skills

Full job description

Senior Paraplanner

Location: Edinburgh (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

Refine Your Search

paraplanner jobs in thornton, fif

Senior Paraplanner

Paraplanner

RBC Brewin Dolphin – Wealth Paraplanner

Paraplanner

Discover related jobs

I want to receive the latest job alerts for paraplanner in thornton, fif

Explore jobs in more locations

Senior Paraplanner

Overview

Key Responsibilities

Team & Development

Skills & Experience

Additional Information

Jobseeker tools

Employer Tools

Browse

Stay Connected