Step Up Your Career as a Paraplanner – Join a Dynamic Team in Edinburgh! Are you a Diploma-qualified Junior Paraplanner ready to take the next step in your career? Our client in Edinburgh is offering an exciting opportunity to join a growing, energetic team where you’ll be supported in your development and progression. Your Role and Impact As a Paraplanner, you’ll play a vital role in supporting financial advisers by: Delivering high-quality technical support to ensure clients receive maximum value. Drafting clear, client-focused communications and bespoke financial plans. Gathering and analysing both qualitative and quantitative data using advanced tools to produce compliant, tailored financial strategies. Contributing to the enhancement of centralised, cost-effective propositions and participating in engaging project work. Key Responsibilities Collaborate with advisers to understand client goals and objectives. Analyse client documentation including fact finds and meeting notes. Source accurate data to support financial projections. Create detailed financial plans in line with company standards. Use financial software to generate precise projections. Prepare thoroughly for client meetings, ensuring advice is aligned with their needs. S...