Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: ParaplannerLocation: Edinburgh [Flexible/Hybrid - Office 3 Days a Week]Salary: £30,000 - £60,000 DOEBenefits: Discretionary bonus, 25 days holiday + bank holidays, study support, flexible working

About the Company:This high-quality, tech-forward wealth planning firm. With a team of a few dozen advisers and a strong paraplanning structure, the business is known for its unique approach, flexible culture, and commitment to doing things the right way.

Role Summary:You'll be part of a well-structured team where quality comes first and the environment is professional, tech-enabled, and supportive. Ideal for someone looking to focus on technical writing in a collaborative, flexible setting that values long-term development.

Key Responsibilities:

• Report Writing: Focus solely on crafting high-quality financial reports to support advisers
• Quality Assurance: Contribute to a team that prides itself on excellence and attention to detail
• Collaboration: Work closely with paraplanning peers and advisers in a streamlined, tech-led process
• Software Utilisation: Leverage tools like Voyant and IO for efficient, effective report generation
• Development: Supported through exams and training within a business that promotes internal growth

Requirements:

• A few financial planning exams completed at minimum
• Ideally working towards or holding the Level 4 Diploma
• Strong written communication and attention to detail
• Comfortable with a flexible, dynamic work environment

Apply Now !