Paraplanner (Rapid Progression to Financial Advisor)
£40,000 – £45,000 + 36 Days Holiday + Car Scheme + Benefits
Edinburgh
Are you a whole‑market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS?
In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You’ll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it’s a natural step for someone who understands the advice process and wants a supported route into advising.
This closely knit team fosters a high performance atmosphere and holds fearlessness, respect and responsibility as their core values. In return they offer career progression, generous remuneration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development.
This role would suit a whole‑market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor.
The Role
- Joining as a Trainee Financial Advisor
- Rapid progression opportunity
- Excellent benefits including 36 days holiday — often with extra days off
- Supportive work culture that values hard work and professionalism
The Person
- Whole‑market Paraplanner
- Level 4 DipPFS or DipFA qualified
- Looking to become a Financial Advisor
We are an equal opportunities employer and welcome applications from all suitable candidates.
The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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