Paraplanner

Flair for Recruitment; Scotland; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading wealth management firm is seeking an experienced Paraplanner to join their dynamic team. In this hybrid role, you'll ensure high-quality, compliant advice is provided across various financial sectors, drafting suitability reports, conducting research, and supporting internal compliance standards. Ideal candidates will have a Level 4 Diploma and robust technical knowledge in pensions and investments, thriving in a collaborative environment.

Qualifications

• Experience as a paraplanner in a financial planning firm.
• Strong technical knowledge across various financial products.
• Excellent report-writing skills.

Responsibilities

• Draft clear and compliant suitability reports.
• Conduct research into financial products.
• Liaise with product providers for key information.

Skills

Attention to Detail

Report Writing

Technical Knowledge of Pensions

Understanding of FCA Regulations

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

FE Analytics

CashCalc

Voyant

Job description

Are you a skilled Paraplanner ready to take the next step in your career?

Our client, a rapidly growing wealth management firm, is looking for an experienced and technically proficient Paraplanner to join a forward-thinking financial planning firm. This is a hybrid, full-time role

in which you'll play a vital part in ensuring high-quality, compliant advice is provided to clients across a wide range of financial areas.

Key Responsibilities

• Draft clear, accurate, and compliant suitability reports
• Conduct research into pensions, tax wrappers, funds, and protection products
• Liaise with product providers to gather key client and policy information
• Prepare materials for client meetings and complete post-meeting follow-up
• Carry out AML checks and maintain compliance standards
• Support continuous improvement of internal systems and processes

About You:

• Experience as a paraplanner in a financial planning firm
• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong technical knowledge across pensions, investments, protection, and trusts
• Solid understanding of FCA regulations and suitability obligations
• Excellent report-writing skills and attention to detail
• Experience using financial planning tools (e.g., Intelligent Office, FE Analytics, CashCalc, Voyant)
• Experience in M&A environments (desirable)
• Knowledge of EIS, VCTs, BPR, and equity release (desirable)
• Exposure to high-net-worth clients and complex planning cases (desirable)

If you're an experienced paraplanner looking for your next opportunity in a collaborative and growth-oriented environment, we'd love to hear from you.

Apply now by sending your CV.