Paraplanner
other jobs noImageCompanyTwo
Added before 4 Days
- Scotland,Midlothian
- Full Time, Permanent
- £45,000 - £52,000 per annum
Job Description:
We’re looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs.
This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth.
Key responsibilities
*Produce clear, accurate and compliant suitability reports in a timely manner
*Support Financial Planners with client meeting preparation, follow-up and documentation
*Attend client meetings where appropriate to help capture objectives and key information
*Assist with ongoing client service delivery, including annual reviews and review packs
*Prepare cashflow modelling and supporting analysis where required
*Respond to client queries where appropriate, ensuring a professional and client-focused approach
*Work closely with the wider paraplanning team to manage workflow and meet agreed timescales
*Maintain a pragmatic, commercial approach to prioritisation and delivery
*Contribute positively to team culture, knowledge-sharing and continuous improvement
*Maintain accurate records, complete continuing professional development and meet training requirements
*Support the development of new or trainee team members where appropriate
About you
*Previous experience working as a Paraplanner within a financial planning or wealth management firm
*Diploma in Regulated Financial Advice (Level 4) or equivalent
*Strong understanding of the end-to-end advice process across a broad range of planning areas
*Confident analysing products, solutions and risks to support appropriate client recommendations
*Solid knowledge of the regulatory environment and governance requirements
*Highly organised, detail-driven and comfortable managing multiple priorities
*Strong written and verbal communication skills, with a client-centric mindset
*Excellent numeracy and report-writing capability
*Experience using financial planning systems such as Xplan or similar
Benefits
*Private Medical Insurance
*Life assurance (8x salary)
*Very generous pension contribution
*Share save scheme
*25 days’ holiday, with the option to buy or sell additional days
This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth.
Key responsibilities
*Produce clear, accurate and compliant suitability reports in a timely manner
*Support Financial Planners with client meeting preparation, follow-up and documentation
*Attend client meetings where appropriate to help capture objectives and key information
*Assist with ongoing client service delivery, including annual reviews and review packs
*Prepare cashflow modelling and supporting analysis where required
*Respond to client queries where appropriate, ensuring a professional and client-focused approach
*Work closely with the wider paraplanning team to manage workflow and meet agreed timescales
*Maintain a pragmatic, commercial approach to prioritisation and delivery
*Contribute positively to team culture, knowledge-sharing and continuous improvement
*Maintain accurate records, complete continuing professional development and meet training requirements
*Support the development of new or trainee team members where appropriate
About you
*Previous experience working as a Paraplanner within a financial planning or wealth management firm
*Diploma in Regulated Financial Advice (Level 4) or equivalent
*Strong understanding of the end-to-end advice process across a broad range of planning areas
*Confident analysing products, solutions and risks to support appropriate client recommendations
*Solid knowledge of the regulatory environment and governance requirements
*Highly organised, detail-driven and comfortable managing multiple priorities
*Strong written and verbal communication skills, with a client-centric mindset
*Excellent numeracy and report-writing capability
*Experience using financial planning systems such as Xplan or similar
Benefits
*Private Medical Insurance
*Life assurance (8x salary)
*Very generous pension contribution
*Share save scheme
*25 days’ holiday, with the option to buy or sell additional days
Job number 3379231
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