Paraplanner

RGH-Global | People Services; City of Edinburgh; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid or remote work

Study support

Salary progression

Performance growth opportunities

Job summary

RGH-Global | People Services in Scotland is seeking an experienced Paraplanner to join its wealth management team. The role offers genuine flexibility, with candidates based anywhere in Scotland and occasional attendance in Edinburgh or Stirling.

You will provide high-quality technical support across financial planning areas, produce client reports, and research investments, retirement, tax and estate planning to tailor recommendations.

Qualifications

• Previous experience as a paraplanner within financial planning or wealth management.
• Strong technical knowledge and excellent report-writing skills.
• Broad understanding of investments, retirement planning, tax and estate planning.
• Experience preparing client review documentation and supporting advisers.

Responsibilities

• Produce accurate, well-reasoned client reports and supporting documentation.
• Undertake detailed research across financial planning areas.
• Support advisers throughout the advice process with documentation.
• Maintain high standards across CRM and back-office systems.
• Act as a reference for technical queries and ensure regulatory alignment.

Skills

Paraplanner

Report writing

Financial planning

Investments

Retirement planning

Tax planning

Estate planning

Cashflow modelling

Attention to detail

Communication

Tools

Voyant

Analytics

Job description

Location: Scotland-wide | Hybrid/Remote | Occasional office attendance in Edinburgh or Stirling

Hours: Full Time

A well-established and growing wealth management practice is looking to appoint an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a Paraplanner looking for genuine flexibility, with candidates based anywhere in Scotland considered. The role can be predominantly remote, with some office attendance required at either the Edinburgh or Stirling office, depending on location and preference.

You will join an established Paraplanning function, providing high-quality technical support throughout the financial advice process. Working closely with Financial Advisers and Administrators, you will undertake detailed research and analysis across a broad range of financial planning areas, including investments, retirement planning, tax and estate planning.

The role will see you producing accurate, well-reasoned client reports and supporting documentation, while ensuring recommendations are thoroughly researched and tailored to each client's individual circumstances and objectives.

You will also act as a key point of reference for technical queries, helping to ensure business is processed accurately, efficiently and in line with regulatory requirements. Maintaining high standards across CRM and back-office systems will also form an important part of the role.

The practice is committed to providing a high level of service and delivering comprehensive investment and retirement planning solutions designed around clients' long-term financial goals.

Key Requirements

• Previous experience working as a Paraplanner within financial planning or wealth management
• Strong technical knowledge and excellent report-writing skills
• Broad understanding of financial planning disciplines, including investments, retirement planning, tax and estate planning
• Experience preparing client review documentation and supporting Financial Advisers throughout the advice process
• Experience updating cashflow models, producing investment performance reports and preparing supporting discussion documents
• Strong IT skills and familiarity with financial planning and research tools such as Voyant, Analytics or equivalent
• Excellent attention to detail and the ability to manage work accurately and efficiently
• Strong communication skills and the ability to work effectively with Advisers, Administrators and wider teams

What's on Offer?

• £35,000-£45,000 salary, depending on experience and qualifications
• Hybrid or predominantly remote working available
• Flexible office attendance in Edinburgh or Stirling
• Full study support for those working towards further qualifications
• Excellent opportunities for salary progression and career development
• The opportunity to join an established and growing wealth management practice