Senior paraplanner, Paraplanner Manager

TN United Kingdom; City of Edinburgh; Hybrid; GBP 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a Senior Paraplanner to join their dynamic team in Edinburgh. This role offers a unique opportunity to support financial advisers in delivering holistic advice while fostering your own career development. With a flexible hybrid working model, you will engage directly with clients, providing essential technical research and report writing. The ideal candidate will have a strong background in financial planning and wealth management, coupled with excellent communication skills. This is a rare opportunity to make a significant impact in a supportive and collaborative environment, where your contributions are valued and recognized.

Qualifications

• Minimum 2 years experience in financial planning or wealth management.
• Preference for diploma qualified or close to obtaining.

Responsibilities

• Support financial advisers through technical research and report writing.
• Provide cashflow modelling, pensions, and investment planning services.

Skills

Communication Skills

Interpersonal Skills

Technical Research

Report Writing

Attention to Detail

Financial Planning

Wealth Management

Education

Diploma in Financial Planning

Level 4 Qualification

Tools

Back Office Software

Financial Modelling Tools

Job description

Social network you want to login/join with:

Senior paraplanner, Paraplanner Manager, Edinburgh

col-narrow-left

Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

e72331c71736

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

col-wide

Job Description:

Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.

The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services with support from investment managers for their client's other requirements.

The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team.

Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management - either provider, IFA or investment manager etc - providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop - the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.

This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission - all applications treated in the strictest of confidence.