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Permanent

Trainee Paraplanner

Edinburgh
money-bag 28000.00-28000.00 Annual
3085441424
Posted Yesterday

Trainee Paraplanner - Financial Planning Firm Location: EdinburghWorking Pattern: Office-based with some hybrid flexibility Salary: up to £38,000About the RoleA fantastic opportunity has arisen for a Trainee Paraplanner to join a highly reputable financial planning firm. This role is ideal for someone with experience in a financial advice environment who is ready to take the next step into a more technical, advice-support position. You''ll work closely with an experienced Financial Adviser, supporting the full advice process and developing your technical knowledge across pensions, investments, protection, and retirement planning.This is a hands-on role where you''ll be involved in research, report preparation, cashflow modelling, and ongoing client review work. You''ll also have the opportunity to contribute to the firm''s Investment Committee and portfolio construction discussions as your knowledge grows.Key ResponsibilitiesSupport the Financial Adviser with research, preparation, and implementation of adviceCarry out technical calculations across pensions and investmentsPrepare and present cashflow modelling scenarios for client meetingsObtain quotes, illustrations, product details, and comparisonsPrepare suitability reports and pre-completion documentation for client sign-offProcess new business applications, fund switches, withdrawals, and rebalancesAssist with pension replacement research and due diligencePrepare valuations, review packs, performance reports, and complia

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