Paraplanner

Capio Recruitment Financial Planning; City of Edinburgh; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Company pension 9% (non-contributory)

Company pension 10% (if you contribute

Private medical insurance

Life assurance 8x salary

Income protection 75% salary

Company share scheme

Discretionary bonus

Flexible holidays (buy up to 5 days)

Green Car Scheme

Family friendly policies and enhanced,

Study support (courses)

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Capio Recruitment Financial Planning in Edinburgh seeks an experienced Paraplanner to support Financial Planning Directors with high-quality, client-focused advice. Hybrid working is available, with duties including preparing meeting notes and research behind each piece of advice.

You will create and deliver client-focused cashflow-supported recommendations, participate in annual reviews, and balance workload across multiple client relationships in a developmental environment.

Qualifications

• CII Diploma in Financial Planning is essential.
• 2+ years' paraplanning experience.
• Strong technical knowledge of UK tax (Capital Gains Tax, Inheritance Tax, Income Tax), pensions and estate planning.
• CII Chartered Financial Planner status is desirable.

Responsibilities

• Create and deliver high quality, client-focused advice.
• Prepare cashflows to help clients meet their long-term financial goals.
• Accompany Financial Planning Directors to client meetings, preparing notes and supporting research.

Skills

Cashflow modelling

Client advisory

Research support

Workload management

Education

CII Diploma in Financial Planning

CII Chartered Financial Planner status (desirable)

Job description

Paraplanner - Edinburgh

Salary & Benefits

Salary up to £55,000, hybrid working at 2-3 days in the office.

• Company pension: 9% non-contributory, or 10% if you contribute 5%
• Private medical insurance (individual on joining, family after 1 year's service)
• Life assurance at 8x salary
• Income protection at 75% of salary
• Company share scheme
• Discretionary bonus
• Flexible holidays, buy up to 5 additional days
• Green Car Scheme
• Family friendly policies, enhanced leave for parents and carers
• Study support: study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts

The Opportunity

Our client, a well-established financial planning business, is growing its Edinburgh office and is looking for an experienced Paraplanner to join the team. You'll support experienced Financial Planning Directors in delivering high quality, client-focused advice, backed by full exam support, hybrid working, and a genuinely developmental environment.

The Role

You'll be responsible for preparing and writing high quality, client-focused advice, and helping deliver annual reviews for the firm's clients. You'll work closely with the Financial Planning Directors, attending client meetings, preparing meeting notes, and carrying out the research behind each piece of advice.

Key Responsibilities

• Create and deliver high quality, client-focused advice
• Prepare cashflows to help clients meet their long-term financial goals
• Accompany Financial Planning Directors to client meetings, preparing notes and supporting research
• Manage your own workload, balancing commercial and pragmatic delivery

What We're Looking For

• CII Diploma in Financial Planning or equivalent (essential)
• 2+ years' paraplanning experience
• Strong technical knowledge of UK tax (Capital Gains Tax, Inheritance Tax, Income Tax), pensions and estate planning
• CII Chartered Financial Planner status (desirable)