Paraplanner (Solihull)

Partners Wealth Management LLP; City of Edinburgh; Vor Ort; GBP 30.000 - 45.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

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

Ausbildung

A level/Higher numeracy & literacy skills

CII Level 4 Financial Planning qualification or equivalent

Tools

FE Analytics

Microsoft Word

Microsoft Excel

Xplan

Jobbeschreibung

Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support.

Responsibilities

• Create clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly articulated, suitable for the client’s circumstances, and compliant with regulatory and internal quality standards.
• Carry out detailed research and cashflow modelling using appropriate tools and assumptions to support financial planning recommendations, assess long‑term sustainability, and clearly demonstrate suitability for the client.
• Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability assessments.
• Provide support and guidance to Level 1 Paraplanners and being prepared to take ownership of Statements of Suitability (SoS), withdrawal and fund switch recommendations when required to ensure workloads are appropriately shared across the team.
• Ensuring the accuracy, appropriateness, and timely delivery of all client communications, including emails, letters, and reports.
• Mentor and train Client Service Associates, actively sharing knowledge and best practice to ensure errors are minimised and the highest level of client service is delivered.
• Manage own workloads, ensuring the best client experience is provided.
• Ensure advice files are fully compliant and accurately maintained within our Practice Management System (Xplan).
• Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients.
• Participate in any projects and relevant business initiatives when required.
• Complete monthly compliance modules in timely fashion before deadlines.
• Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system).
• Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and update/create procedures as and when required.
• Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.
• Keep ahead of FCA rules and regulatory changes, embedding compliance into daily practice.
• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices.
• Other duties, as reasonably required by the line manager

About You

Skills

• Accuracy and attention to detail
• Client focussed, delivering a high standard of client service
• Must be proactive and able to use initiative
• Excellent written and verbal communication skills.
• Ability to work with minimum supervision whilst managing multiple and conflicting deadlines.
• Adaptive to change.
• Skilled with research tools such as FE Analytics and cashflow modelling.
• Proficient in Microsoft Word, Excel and ideally have experience of Xplan (or a similar Practice Management System).

Knowledge

• Experience in report writing is essential.
• Minimum of 1-2 years’ experience as a Level 1 Paraplanner.
• Product knowledge of pensions, bonds and other wrappers.
• Good working knowledge of all Microsoft office applications specifically Excel.

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
• An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired.