Paraplanner: Cashflow, Reports & Client Analysis

Partners Wealth Management LLP; City of Edinburgh; Hybrid; GBP 32,000 - 52,000; Full time

Job summary

Partners Wealth Management LLP is seeking a Paraplanner to support the adviser with client servicing and management. The role focuses on technical research, suitability reports, and compliance preparation. You will review policy information, upload documents, and assist with cashflow modelling and annual reviews.

You will work closely with PWM panels and contribute to creating clear, compliant recommendations while maintaining accurate records and ensuring timely delivery of reports to clients.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning or equivalent.
• Desire to achieve Level 6 and Chartered status.

Responsibilities

• Prepare and maintain client files on back office system (Xplan).
• Research and organise recommendations with Adviser.
• Prepare full suitability reports and letters.

Skills

Financial analysis

Attention to detail

Proactive

Communication

MS Office

Cashflow modelling

Industry tools

Education

Dip Regulated Financial Planning

Level 6 / Chartered aspirant

Tools

Xplan

FE Analytics

Voyant / FinCalc

Job description

Partners Wealth Management LLP is seeking a Paraplanner to support the adviser with client servicing and management. The role focuses on technical research, suitability reports, and compliance preparation. You will review policy information, upload documents, and assist with cashflow modelling and annual reviews.

You will work closely with PWM panels and contribute to creating clear, compliant recommendations while maintaining accurate records and ensuring timely delivery of reports to clients.