Paraplanner

Capio Recruitment; City of Edinburgh; Hybrid; GBP 33,000 - 55,000; Full time

Benefits offered by this job

Company pension: 9% non-contributory,

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Job summary

Capio Recruitment is growing its Edinburgh office and seeks an experienced Paraplanner to support Financial Planning Directors with high-quality, client-focused advice. Hybrid working with 2-3 days in the office, and full exam support.

You'll prepare cashflows, attend meetings, and conduct research behind advice, with a clear path for professional development and study support.

Qualifications

• CII Diploma in Financial Planning or equivalent (essential).
• 2+ years paraplanning experience.
• Strong knowledge of UK tax, pensions and estate planning.

Responsibilities

• Create and deliver high quality, client-focused advice.
• Prepare cashflows to help clients meet their long-term financial goals.
• Attend client meetings, preparing notes and supporting research, and manage your workload.

Skills

Paraplanning

UK Tax Knowledge

Pensions & Estates

Education

CII Diploma in Financial Planning

Job description

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

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)