Paraplanner
Share
Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Working with a leading financial provider based in Edinburgh were seeking an experienced Technical Paraplanner to play a pivotal role in shaping high-quality client advice across the business. This isnt just about drafting reportsits about becoming a trusted partner to advisers mentoring colleagues and delivering intelligent client-focused solutions.
Key Responsibilities:
Produce clear insightful and technically robust advice reports across a wide spectrum of financial planning areas.
Carry out in-depth research and analysis on client products and investments presenting findings in a way that adds real value.
Support financial planners in building cashflow models and bespoke investment proposals.
Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan).
Mentor and train Client Service Associates Paraplanners and Graduates actively sharing knowledge and best practice.
Keep ahead of FCA rules and regulatory changes embedding compliance into daily practice.
Requirements:
Strong technical expertise with clear communication skills and a proactive approach
Detail-oriented organised and client-focused with the confidence to work independently while juggling multiple priorities
Minimum 23 years in a paraplanning role (or equivalent)
Strong financial services knowledge covering various advice areas
Skilled with research tools such as FE Analytics and cashflow modelling
Proficient in Microsoft Word Excel and ideally have experience of Xplan (or a similar Practice Management System).
Excellent written and verbal communication skills.
Level 4 Diploma in Financial Planning (or equivalent) or working towards qualification.
Support provided should you wish to work towards Level 6 and Chartered status.
Salary: Up to 45000
Job Type: Full-Time Hybrid Options
How to Apply:
If you are a dedicated and enthusiastic Paraplanner looking to advance your career in a dynamic and supportive environment wed love to hear from you. Please submit your CV via the link or email and we will contact you if you have been successfully shortlisted.
Key Responsibilities:
Produce clear insightful and technically robust advice reports across a wide spectrum of financial planning areas.
Carry out in-depth research and analysis on client products and investments presenting findings in a way that adds real value.
Support financial planners in building cashflow models and bespoke investment proposals.
Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan).
Mentor and train Client Service Associates Paraplanners and Graduates actively sharing knowledge and best practice.
Keep ahead of FCA rules and regulatory changes embedding compliance into daily practice.
Requirements:
Strong technical expertise with clear communication skills and a proactive approach
Detail-oriented organised and client-focused with the confidence to work independently while juggling multiple priorities
Minimum 23 years in a paraplanning role (or equivalent)
Strong financial services knowledge covering various advice areas
Skilled with research tools such as FE Analytics and cashflow modelling
Proficient in Microsoft Word Excel and ideally have experience of Xplan (or a similar Practice Management System).
Excellent written and verbal communication skills.
Level 4 Diploma in Financial Planning (or equivalent) or working towards qualification.
Support provided should you wish to work towards Level 6 and Chartered status.
Salary: Up to 45000
Job Type: Full-Time Hybrid Options
How to Apply:
If you are a dedicated and enthusiastic Paraplanner looking to advance your career in a dynamic and supportive environment wed love to hear from you. Please submit your CV via the link or email and we will contact you if you have been successfully shortlisted.
