FURTHER INFORMATION

The Role

We seek an experienced Paraplanner to join our Edinburgh office. This is a key technical role supporting financial planners through high-quality report writing, research, and compliance-led documentation. You will play a central part in delivering clear, compliant, and personalised financial planning solutions for our clients. We are a growing team, so you will also play an active role in team building, sharing your expertise and experience and supporting the development of team members.

Key Responsibilities

Report Writing

• Draft clear, compliant suitability reports and recommendation letters
• Tailor reports to individual client circumstances, objectives, and risk profiles
• Ensure documentation meets FCA requirements and internal standards
• Maintain consistency and clarity across all written client communications

Technical Research

• Conduct product, fund, and wrapper research across pensions, investments, protection, and tax planning
• Analyse client data, financial plans, and portfolio structures to support adviser recommendations
• Prepare cashflow models and scenario analysis to support financial planning discussions
• Provide technical insight and commentary to advisers in advance and after client meetings
• Assist advisers in developing clear, robust planning solutions aligned with client objectives
• Compliance & Regulation
• Ensure all recommendations meet FCA and internal compliance standards
• Maintain up-to-date knowledge of regulatory developments and company policies
• Support audit readiness, file quality, and best practice documentation

Training & Collaboration

• Support and mentor junior paraplanners and administrative staff
• Share technical knowledge and report-writing best practice
• Contribute to templates, processes, and training materials
• Work collaboratively with advisers, administrators, and compliance teams

Administrative Support

• Provide additional support during periods of high workload or reduced capacity
• Assist with client file management, provider correspondence, and implementation tasks as required

Skills & Experience

The successful candidate will have:

•  Excellent written communication skills with strong attention to detail
•  Strong technical knowledge of pensions, investments, protection, and tax planning
•  Good understanding of FCA regulations and compliance requirements
•  Ability to manage multiple tasks and meet deadlines
•  Proficiency in Microsoft Word and Excel and financial planning software
•  Previous paraplanning or technical support experience within financial services
•  Experience writing compliant suitability reports

Qualifications

• Diploma in Financial Planning or working towards a Level 4 qualification

What We Offer

• A supportive, collaborative culture focused on development and progression
• Opportunity to progress to Senior Paraplanner or Financial Planner roles
• Support toward professional qualifications, including Chartered Financial Planner status
• Flexible working within a professional office-based environment

Benefits Package Includes

• Competitive salary
• Strong employer pension contribution
• 25 days holiday plus bank holidays
• Death-in-service cover
• Private Medical Insurance on completion of probation

Apply HERE

Inquiries about this position should be directed to Gayle Dudgeon, Support Manager at Calton.