Paraplanner

SwissPeak Partners GmbH; City of Edinburgh; Hybrid; GBP 32,000 - 38,000; Full time

Job summary

SwissPeak Partners GmbH is seeking an experienced Paraplanner to join a collaborative financial planning team in the Edinburgh area. You will provide high-quality technical and research support to advisers, delivering well-considered client outcomes.

The role offers a permanent contract with hybrid working flexibility after an initial settling period. A minimum of one year paraplanning experience and a Level 4 Diploma in Financial Planning are required, with opportunities to progress toward

Qualifications

• We require a Level 4 Diploma in Financial Planning or equivalent.
• At least one year of experience working as a Paraplanner with technical research and suitability report writing.
• Understanding of the FCA ongoing suitability and annual review process.
• Strong attention to detail and thorough client record-keeping.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Proactive, independent work style and initiative.

Responsibilities

• Provide technical and analytical support to advisers across client requirements.
• Review client arrangements and gather policy/investment information for records.
• Research suitable financial planning solutions considering objectives, tax, costs, risks and outcomes.
• Develop and document suitable recommendations with advisers.
• Prepare detailed suitability reports and ad-hoc advice documents.
• Produce illustrations, features and documentation for recommendations.
• Assist with implementation and ensure compliance documentation is complete.
• Prepare cashflow models and support client review meetings.
• Support annual reviews and maintain up-to-date client records.
• Attend client meetings when required and assist with cashflow presentations.
• Maintain organised workflow and visibility of outstanding reports.
• Build relationships with advisers, clients and external providers.

Skills

Paraplanning

Financial analysis

Research skills

Documentation

Communication

Time management

Independent working

Education

Level 4 Diploma in Financial Planning

Tools

XPLAN

Voyant

FE Analytics

Selectapension

Excel

Word

Job description

We are looking for a motivated Paraplanner to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients.

This is an excellent opportunity for a Paraplanner with at least one year of relevant experience who is looking to develop their technical expertise and progress their career within financial planning. You will have the opportunity to work across a broad range of client activities, including research, financial analysis, suitability reporting and annual reviews.

The role is office-based, with the flexibility to work from home on agreed days once you have settled into the team. It is not a fully remote position.

Permanent Contract

Responsibilities & Tasks

• Provide technical and analytical support to financial advisers across a range of client requirements.
• Review existing client arrangements and gather relevant policy and investment information to ensure records are complete and accurate.
• Research appropriate financial planning and investment solutions, considering client objectives, tax considerations, costs, risks and potential outcomes.
• Work closely with advisers to develop and document suitable recommendations.
• Prepare detailed suitability reports and shorter advice documents for specific or ad-hoc advice requirements.
• Produce supporting illustrations, key features and other documentation required to accompany client recommendations.
• Assist with the accurate implementation of recommendations, ensuring relevant documentation and compliance requirements are completed correctly.
• Prepare valuations, analysis and cashflow modelling to support client review meetings and ongoing financial planning.
• Support annual review processes by assessing the continued suitability of existing arrangements and ensuring client records remain up to date.
• Maintain accurate and comprehensive client files, including relevant fact-finds, risk assessments, agreements and supporting documentation.
• Attend client meetings when required, providing technical support, taking notes and assisting with cashflow presentations or modelling.
• Keep an organised workflow and maintain visibility of outstanding reports and tasks.
• Build effective working relationships with advisers, colleagues, clients and external providers.
• Provide support and cover across the wider team when required.
• Contribute to internal projects and initiatives aimed at improving processes, efficiency and client service.
• Record and elevate errors or incidents appropriately and complete required compliance and training activities within agreed deadlines.
• Participate in team meetings, training and professional development activities.

Requirements & Qualifications

We are looking for someone who is technically capable, organised and keen to continue developing within the financial planning profession.

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• At least one year of experience working as a Paraplanner, with practical exposure to technical research and suitability report writing.
• Understanding of the FCA ongoing suitability and annual review process.
• Strong understanding of financial planning principles and the ability to research and analyse appropriate solutions.
• Excellent attention to detail and a methodical approach to maintaining client records and documentation.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities, work to deadlines and take ownership of tasks through to completion.
• Proactive approach, with the confidence to work independently and use initiative.
• Good working knowledge of Microsoft Office, particularly Word and Excel.
• Experience with Xplan or another financial planning practice management system.
• Familiarity with industry tools such as Voyant, FE Analytics and Selectapension.
• Experience preparing cashflow models and supporting adviser-led client meetings.
• Interest in progressing towards Level 6 qualifications and Chartered Financial Planner status.

You do not need to be Chartered or a senior Paraplanner. We are particularly interested in candidates who have established a solid foundation in paraplanning and are ready to build on their experience.

Benefits & Culture

You will join a supportive and collaborative environment where technical development, knowledge sharing and high standards of client service are valued.

The role offers:

• A competitive salary of £32,000–£38,000, depending on experience and capability.
• Hybrid working flexibility following an initial period of settling into the team.
• Opportunities to develop your technical knowledge and progress your financial planning career.
• Support for continued professional development and progression towards higher-level qualifications.
• Exposure to a broad range of financial planning activities and client requirements.
• A collaborative team environment with opportunities to work closely with experienced financial advisers and other financial planning professionals.
• The opportunity to contribute to process improvements and wider business initiatives.

If you are an experienced Paraplanner who enjoys technical work, takes pride in producing high-quality client documentation and wants to continue developing within financial planning, this could be an excellent next step in your career.