Senior paraplanner Work, Jobs in Gorgie, Edh (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills

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RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to…

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Senior Paraplanner

RGH‑Global Limited
Edinburgh

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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

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Senior Paraplanner

RBC Brewin Dolphin – Wealth Paraplanner

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Key Responsibilities

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