Paraplanner

Swarm Recruitment; City of Edinburgh; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Discretionary bonus

Private Medical Insurance

Group Critical Illness Cover 4x salary

Income Protection

Hybrid/Remote after training

Job summary

Swarm Recruitment Ltd. is recruiting for a paraplanning role in Scotland with hybrid or remote options after the initial training period.

The role offers a salary up to £45,000 and a clear path to contribute to high-quality financial planning services for individuals, professionals and business owners. You will analyse client requirements, prepare cash-flow models, and support advisers across investments, retirement, tax and estate planning, while ensuring regulatory compliance and robust

Qualifications

• 3+ years’ experience within a paraplanning role and supporting IFA’s
• CII Level 4 DipPFS qualification or similar an advantage
• Organised & methodical
• Strong analytical and numerical skills with the ability to analyse financial data and performance metrics
• Excellent attention to detail and high standards of accuracy
• Ability to prioritise and work to deadlines
• Excellent communication skills - written and verbal
• Thrive working as part of a team
• Strong IT skills - MS Office – Word, Excel and Outlook
• Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve

Responsibilities

• Analyse client requirements and produce clear, accurate suitability and advice reports
• Prepare and update cash-flow models, client review documentation, and supporting analysis
• Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning
• Assess investment performance and provide technical and analytical support to advisers
• Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required
• Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time
• Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations
• Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion
• Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics)
• The successful candidate will be required to undergo standard financial and identity checks.

Skills

Paraplanning

Analytical skills

MS Office

Communication skills

Education

CII Level 4 DipPFS

Tools

Voyant

Analytics

Job description

Location: Edinburgh or Stirling - Hybrid or Remote options available

Basic Salary: Up to £45,000

Hours: 9am - 5pm, Mon - Fri

About our clients and the role:

Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning.

Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back‑office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients’ financial objectives.

Salary & Benefits:

• £35,000 - £45,000 (depending on experience and qualifications)
• Hybrid or remote working after initial training period
• 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service
• Discretionary bonus scheme
• Discretionary annual pay reviews
• Private Medical Insurance
• Group Critical Illness Cover 4x salary
• Income Protection

Responsibilities:

• Analyse client requirements and produce clear, accurate suitability and advice reports
• Prepare and update cash-flow models, client review documentation, and supporting analysis
• Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning
• Assess investment performance and provide technical and analytical support to advisers
• Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required
• Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time
• Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations
• Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion
• Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics)
• The successful candidate will be required to undergo standard financial and identity checks.

Skills and experience:

• 3+ years’ experience within a paraplanning role and supporting IFA’s
• CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced
• Organised & methodical
• Strong analytical and numerical skills with the ability to analyse financial data and performance metrics
• Excellent attention to detail and high standards of accuracy
• Ability to prioritise and work to deadlines
• Excellent communication skills - written and verbal
• Thrive working as part of a team
• Strong IT skills - MS Office – Word, Excel and Outlook
• Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.