Paraplanner

Eden Scott; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Flexible hybrid working

Exam support

Excellent benefits package

Job summary

A leading financial advice firm in Edinburgh is seeking a Business Manager for Financial Services. The role involves supporting financial planners, preparing client reports, and ensuring compliance with regulations. Candidates should have a diploma and experience as a paraplanner, with opportunities for internal development and flexible hybrid working.

Qualifications

• Experience as a paraplanner or in a financial adviser's office.
• Strong experience with back-office systems and platforms.
• Excellent report-writing skills.

Responsibilities

• Attend client meetings with Financial Planners.
• Prepare client reports and suitability letters.
• Research and prepare client advice.

Skills

Report-writing

Client communication

Technical support

Market research

Due diligence

Education

Diploma in Financial Services

Tools

Back-office systems

Job description

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Base pay range

Direct message the job poster from Eden Scott

Business Manager - Financial Services recruitment at Eden Scott

Due to continued growth and expansion, a leading financial advice firm with an office in Edinburgh is recruiting for a paraplanner or senior paraplanner. Ideally, candidates should have a diploma minimum, but for the right individual, internal development is possible. They offer flexible hybrid working, exam support, and excellent benefits.

Primary duties include but are not limited to:

1. Attend client meetings alongside Financial Planners and Directors as required.
2. Communicate with clients in the absence of the adviser.
3. Provide technical support.
4. Research and prepare client advice in conjunction with Financial Planners and Directors.
5. Prepare client reports and suitability letters.
6. Support advisers with client and product research.
7. Research market due diligence and negotiate with product suppliers for the best rates.
8. Process new business applications.
9. Prepare client packs and paperwork prior to meetings.
10. Develop and maintain client relationships.
11. Liaise with product providers to gather pension and investment information, and maintain client files.
12. Ensure advice is compliant and meets regulatory requirements.
13. Stay updated on financial products and legislation.

Candidates should be experienced paraplanners or those developing within an adviser's office or provider. Strong experience with back-office systems and platforms, along with excellent report-writing skills, is essential.

As a close-knit and professional team, collaboration, sharing knowledge, and suggesting improvements are valued.

In return, they offer an excellent opportunity to develop your experience, further your career, and utilize your expertise. Benefits include an attractive package, hybrid working, study support, and the chance to join during a growth phase.

Interested candidates are encouraged to contact us promptly to discuss this role and other opportunities. Send your CV or click apply now. All applications will be treated confidentially.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Analyst, and Administrative

Industries

• Financial Services and Banking