Nine Edge Wealth
Paraplanner (IFA Consolidator)
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Role Purpose
To provide high-quality technical, research and report-writing support to Nine Edge Wealth's financial planners, enabling them to deliver first-class, compliant advice to clients. The Paraplanner turns adviser strategy into clear, accurate and suitable recommendations — owning the research, analysis and suitability documentation that sit behind every client outcome. The role also carries a defined share of client-servicing and administrative responsibility, ensuring cases move smoothly from recommendation through to implementation and that client files remain accurate, complete and audit-ready. It is a non-advising role focused on quality, compliance and client care.
Key Responsibilities
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Report writing and suitability
- Prepare clear, accurate and compliant suitability reports and recommendation letters, tailored to each client's circumstances and objectives.
- Ensure all documentation meets FCA requirements, Consumer Duty expectations and Nine Edge's internal standards.
- Maintain and improve report templates, wording and house style in conjunction with the advice and compliance teams.
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Technical research and analysis
- Must understand and follow Nine Edge process and proposition.
- Research products, funds, wrappers and providers across pensions, investments, protection and tax planning.
- Analyse existing client arrangements and produce comparisons, cost analyses and switching/consolidation assessments.
- Provide technical insight and commentary to advisers to support the shaping of client recommendations, in line with the Centralised Investment Proposition.
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Cashflow modelling and planning support
- Build cashflow models and scenario analyses to support retirement, income and estate-planning discussions.
- Prepare pre-meeting packs, valuations and supporting analysis ahead of client reviews.
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Compliance and regulatory standards
- Ensure recommendations are suitable, evidenced and aligned with regulatory and internal standards before sign-off.
- Keep up to date with regulatory, product and tax developments and reflect them in research and reports.
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Administration and client servicing
- Take ownership of a share of case administration — processing new business, submitting applications and tracking cases through to completion.
- Liaise with product providers and platforms to obtain information, chase outstanding items and resolve queries.
- Maintain accurate, complete and up-to-date client records on the back-office system (e.g. Intelligent Office / similar) and ensure files are audit-ready.
- Support advisers with client correspondence, review scheduling and general servicing tasks as part of the wider team remit.
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- Collaboration and continuous improvement
- Work closely with advisers, administrators and compliance to deliver a smooth, joined-up client experience.
- Contribute to process improvements, template development and the mentoring of junior or administrative colleagues where appropriate.
Key Skills
Essential
- Level 4 Diploma in Regulated Financial Planning, or substantial progress towards it.
- Previous paraplanning or strong financial planning administration experience within a UK regulated advice firm.
- Sound technical knowledge of pensions, investments, protection and tax planning.
- Excellent written communication and report-writing skills with strong attention to detail.
- Proficiency in Microsoft Word and Excel, back-office systems and financial planning / cashflow software.
- Well organised, able to manage a caseload and balance report writing with case administration to deadlines.
Desirable
- Working towards, or holding, Chartered or advanced qualifications.
- Experience with platforms and back-office systems such as Intelligent Office, and cashflow tools such as Voyant or CashCalc.
- Exposure to Consumer Duty implementation and file-review / suitability processes.
Core competencies
- Technical accuracy; must believe that technology can improve the customers journey.
- Clear written communication.
- Attention to detail.
- Organisation and case management.
- Regulatory awareness.
- Team collaboration.
- A genuine alignment to Nine Edge's values and client-first culture.
Renumeration and Reward
The package rewards technical quality, accuracy and reliable delivery. As a non-advising role, reward is tied to the quality of support provided to the advice team and to the firm's overall performance, rather than to a personal sales or fee-income target.
- Discretionary bonus: Performance-related, based on quality of work, case turnaround and firm performance.
- Study support: Funding and study leave towards Diploma / Chartered qualifications and exams.
- Working pattern: Full-time, permanent, with hybrid working based out of the Edinburgh office.
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Why us?
At Nine Edge Wealth, we're redefining financial planning. We believe in the human connection, and we believe our innovative use of technology makes every connection stronger. Our mission is to raise the bar for financial advice — combining human excellence with innovative technology to remove bias, cut through complexity and deliver faster advice, so our clients can make confident decisions and turn their dreams into reality.
We use technology to free our advisers to focus on what truly matters: our clients' ambitions, aspirations and lifestyle goals. Everything we do is built on four principles:
- Accessible — clear, jargon-free advice.
- Transparent — straightforward fees and open communication.
- Innovative — technology enhancing every step.
- Trusted — professional, compliant and client-focused.
This is a foundational role in building a modern, scalable advice business. You'll directly shape how the business runs day to day — how our operations, HR and payroll work, how our systems connect and how cleanly we integrate the firms we acquire — building the operational backbone that lets us scale efficiently while we shape the future through AI and automation. If you want your work to genuinely change how an industry operates, this is the place to do it.
About us
Important regulatory information
Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA).
Regulated financial advice is provided by appointed representatives within the Nine Edge group;
- Nine Edge Wealth Edinburgh Ltd (trading as Nine Edge Wealth) is an Appointed Representative of ValidPath Limited, Authorised and Regulated by the FCA (FRN 197107) · Registered in Scotland, Co. No. SC525344
- Nine Edge Wealth Scotland Ltd (trading as Nine Edge Wealth) · Appointed Representative of Best Practice IFA Group Limited, Authorised and Regulated by the FCA (FRN 223112) · Registered in Scotland, Co. No. SC400522
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