Paraplanner: Launch Your Path to Financial Advisory

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

Job summary

A finance advisory firm in Edinburgh is seeking a paraplanner to assist financial planners by performing technical research and client servicing duties. This role includes preparing reports, attending client meetings, and implementing recommendations. Ideal candidates will have a Level 4 diploma in financial planning, be proactive, and possess strong attention to detail. Opportunities to pursue further qualifications exist. Competitive salary and a supportive team environment offered.

Qualifications

• Understanding of FCA ongoing suitability process.
• Experience providing support in finance roles.
• Desire to achieve level 6 and chartered status.

Responsibilities

• Prepare and maintain client files.
• Conduct research for investment strategies.
• Generate suitability reports for clients.
• Assist in the implementation of financial recommendations.
• Prepare for annual client reviews.

Skills

Client focused

Proactive

Attention to detail

Enthusiastic

Organized

Time management

Confident communicator

Proficient in industry tools

Education

Level 4 diploma in financial planning

Tools

Microsoft Excel

Xplan

Voyant

Cashflow

FE Analytics

Job description

A finance advisory firm in Edinburgh is seeking a paraplanner to assist financial planners by performing technical research and client servicing duties. This role includes preparing reports, attending client meetings, and implementing recommendations. Ideal candidates will have a Level 4 diploma in financial planning, be proactive, and possess strong attention to detail. Opportunities to pursue further qualifications exist. Competitive salary and a supportive team environment offered.