Fram Search
Paraplanner
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Fram is working with a growing financial planning firm that is looking to engage with an experienced Paraplanner to join its established technical team. The role offers a high degree of flexibility, with both hybrid (Edinburgh) and fully remote working available.
The position involves working closely with Financial Planners across research, suitability reports, annual reviews, cashflow modelling, and investment analysis. There is also the opportunity to act as a technical point of contact within the wider team, supporting advisers and administrators across more complex areas of financial planning.
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This may appeal to an experienced Paraplanner with good technical knowledge across pensions, investments, tax, and estate planning who takes pride in producing clear and compliant advice. Experience with cashflow modelling and research systems such as Voyant would be beneficial. Diploma-qualified applicants would be of particular interest, although individuals working towards the qualification will also be considered.
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The firm provides ongoing study support, including salary progression linked to professional qualifications, and offers a supportive environment for individuals looking to continue developing their technical careers.
Applicants must have the right to work in the UK. Standard financial and identity checks will apply.
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