Paraplanner
Location: Edinburgh
Salary: Up to £45,000 + Benefits
Company: A Leading Wealth Management Firm
A well-established wealth management firm is looking for a Diploma-qualified Paraplanner with a minimum of two years' paraplanning experience to join their team on a permanent basis. This role will focus primarily on report writing rather than operational or administrative tasks, making it an excellent opportunity for a technically strong paraplanner looking to specialise in research and analysis.
About the Role
As a Paraplanner, you will provide technical support to advisers, producing high-quality suitability reports and conducting in-depth research to support financial planning recommendations. The role requires a strong understanding of investments, pensions, and tax planning, with a keen eye for detail and compliance.
Key Responsibilities
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Preparing detailed suitability reports and recommendations following client meetings.
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Conducting technical research and analysis on investment, pension, and tax planning solutions.
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Ensuring reports are in line with regulatory requirements and internal compliance standards.
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Supporting advisers with complex financial planning scenarios, providing accurate and well-structured reports.
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Keeping up to date with legislative changes, tax implications, and market developments to ensure the best client outcomes.
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Liaising with advisers to ensure client objectives and financial plans are clearly documented and supported with robust research.
About You
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Qualifications: Diploma-qualified (CII Level 4 Financial Planning or equivalent) – essential.
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Experience: A minimum of two years’ experience as a Paraplanner within a wealth management or financial planning firm.
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Skills: Strong report writing ability, excellent analytical skills, and high attention to detail.
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Knowledge: Deep understanding of pensions, investments, tax planning, and financial planning products.
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Tech: Proficiency in CRM systems (Xplan preferred) and MS Word/Excel.
What’s on Offer?
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Salary up to £45,000
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Hybrid working environment
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Bonus & Pension contributions
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Private Health Insurance & Income Protection
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25 days holiday
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A supportive environment with career progression opportunities
This is an excellent opportunity for a detail-oriented, Diploma-qualified Paraplanner to join a highly regarded wealth management firm and focus on high-quality report writing and research.
Interested? Apply now.
Sector:
- Financial Services
- Financial Planning
