Paraplanner

Senior Paraplanner based in Edinburgh responsible for drafting suitability reports with guidance from the Financial Planner, liaising with Financial Planners to ensure complete information for advice, interpreting adviser meetings to prepare suitable recommendations, coaching/mentoring Paraplanners, maintaining paraplanning tools and reference material, and supporting the team to ensure compliant, high-quality client outcomes. The role involves managing own workload, ensuring data quality, updating workflow records, and contributing to process improvements while upholding the Group’s standards and FCA COB rules.