Paraplanner: Financial Planning & Research Expert

Partners Wealth Management LLP; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

Partners Wealth Management LLP is seeking an experienced Paraplanner to support advisers in Edinburgh. The role involves creating detailed advice reports, conducting research, and mentoring junior staff. You will ensure compliance with financial regulations and deliver high-quality client service. Successful candidates will have at least 1-2 years' experience as a Level 1 Paraplanner, strong report writing abilities, and practical knowledge of financial products. Proficiency in Microsoft Office and familiarity with Xplan are essential.

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
• Minimum of 1-2 years’ experience as a Level 1 Paraplanner.
• Experience in report writing is essential.

Responsibilities

• Create standard advice reports on various financial wrappers.
• Conduct detailed research and cashflow modelling.
• Assist with accurate financial calculations.
• Support Level 1 Paraplanners and manage client communications.
• Ensure compliance and maintain advice files.

Skills

Accuracy and attention to detail

Client focused

Proactive

Excellent communication skills

Ability to work independently

Adaptable to change

Skilled with research tools

Proficient in Microsoft Word and Excel

Experience with Xplan

Education

A level/Higher numeracy & literacy skills

CII Level 4 Financial Planning qualification or equivalent

Tools

FE Analytics

Microsoft Word

Microsoft Excel

Xplan

Job description

Partners Wealth Management LLP is seeking an experienced Paraplanner to support advisers in Edinburgh. The role involves creating detailed advice reports, conducting research, and mentoring junior staff. You will ensure compliance with financial regulations and deliver high-quality client service. Successful candidates will have at least 1-2 years' experience as a Level 1 Paraplanner, strong report writing abilities, and practical knowledge of financial products. Proficiency in Microsoft Office and familiarity with Xplan are essential.