Paraplanner

Paraplanner - Wealth Management

Location: Edinburgh

Job Type: Full-time, Permanent

Salary: From £40,000, depending on experience

Start Date: ASAP

About the Role

Due to continued growth, an established and successful Wealth Management business is looking to expand its Paraplanning team and is seeking a fully qualified and experienced Paraplanner to join the business.

This is an excellent opportunity for a technically strong Paraplanner to join a professional and growing team, providing high-quality support to Financial Advisers and helping to ensure clients receive a first-class service.

Key Responsibilities

• Complete full analysis of client requirements and prepare accurate, high-quality suitability reports.
• Produce cash flow models and ensure all client data is accurate and up to date.
• Maintain consistently high standards of documentation and report writing.
• Ensure all client business is processed compliantly and within agreed timescales.
• Provide comprehensive paraplanning and technical support to Financial Advisers, the administration team and Practice Manager.
• Assist Advisers with technical queries and complex client cases.
• Keep Advisers regularly updated on case progress and liaise with relevant teams to help move cases forward efficiently.
• Liaise with product providers to obtain replacement contract information and other relevant documentation.
• Maintain a strong and up-to-date knowledge of financial planning, products, legislation and regulatory requirements.
• Complete all required training and maintain ongoing CPD and professional development.
• Work towards agreed KPIs and quality standards.
• Support the wider team with additional duties and projects as required by your Line Manager.

About You

The successful candidate will ideally have:

• Proven experience working as a Paraplanner within financial planning or wealth management.
• CII Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent qualification.
• Excellent report-writing skills with the ability to produce clear, accurate and client-focused documentation.
• Strong organisational skills and the ability to manage multiple cases and priorities effectively.
• Excellent written and verbal communication skills.
• Strong numerical ability and confidence working with financial data and performance information.
• Excellent attention to detail and a high level of accuracy.
• A proactive approach to work, with a willingness to embrace change and new ways of working.
• The ability to work effectively both independently and as part of a wider team.
• A positive, professional and "can-do" attitude.

What's on Offer

• Salary from £40,000, depending on experience.
• Full-time, permanent position.
• Opportunity to join an established and growing Wealth Management business.
• Supportive and professional working environment.
• Opportunities for ongoing training, development and career progression.

Interested?

If you are an experienced, fully qualified Paraplanner looking for your next opportunity within Wealth Management, we would love to hear from you.

Apply now or get in touch for further information.