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Paraplanner
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Paraplanner
Edinburgh | Hybrid working | Salary up to £50,000 plus benefits
We are currently recruiting an experienced Paraplanner on behalf of a fast-growing, privately owned firm of Chartered Financial Planners in Edinburgh.
This is one of the largest boutique financial planning businesses in the area, working predominantly with high-net-worth and ultra-high-net-worth clients. Approximately half of its clients are trusts and charities, creating exposure to interesting and technically complex planning work.
The firm has recently moved into new offices in Edinburgh and is continuing to expand. It recruits based on quality and is looking for an experienced Paraplanner who can contribute to its continued growth.
The Role
You will provide technical support to highly qualified Financial Planners, helping to deliver comprehensive advice to private clients, families, trusts, and charities.
The work is varied and will include:
- Pensions
- Investments
- Trusts
- Estate planning
- Offshore bonds
- Wider wealth-planning matters
Depending on your experience and preferred way of working, you may either join a pooled Paraplanning team or work more closely with one or two individual Financial Planners. The structure will be discussed at the interview, giving you the opportunity to express a preference for building a close working relationship with particular Advisers.
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Responsibilities
- Completing detailed research and analysis
- Preparing suitability reports and supporting documentation
- Producing technically accurate and clearly written recommendations
- Working on complex pensions, investment, trust, and offshore bond cases
- Supporting Financial Planners before and after client meetings
- Reviewing client circumstances and identifying any additional information required
- Liaising with providers and internal colleagues
- Maintaining accurate and compliant client records
- Contributing to the ongoing improvement of the firm’s technical processes
About You
You will ideally have:
- Previous Paraplanning experience within an independent financial planning or wealth management firm
- Strong technical knowledge across pensions and investments
- Experience of more complex planning work, with knowledge of trusts, charities, or offshore bonds particularly advantageous
- Level 4 Diploma qualification, or substantial progress towards it
- Excellent report-writing and analytical skills
- Strong attention to detail
- The ability to work collaboratively with Financial Planners and other members of the support team
- A professional and client-focused approach
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Package and Working Arrangements
- Salary up to £50,000, depending on experience and qualifications
- Benefits package
- Hybrid working from the Edinburgh office
- Full-time or part-time arrangements considered for experienced candidates
- Opportunity to join a Chartered, independently owned business
- Technically interesting HNW and UHNW client work
- Scope to develop as the company continues to grow
This would suit an experienced Paraplanner looking for high-quality technical work within an ambitious but independently owned financial planning firm.
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