Senior Paraplanner: Wealth Management Technical Expert

The JobsBoard; City of Edinburgh; On-site; GBP 40,000 - 46,000; Full time

Benefits offered by this job

Salary from £40,000

Full-time, permanent

Career progression

Professional development

Job summary

The JobsBoard is supporting an established Wealth Management business in its search for a fully qualified and experienced Paraplanner to join the team. You will provide high-quality technical support to Financial Advisers and help ensure clients receive a first-class service.

Key duties include preparing suitability reports, cash flow models, maintaining documentation, and assisting with complex cases. This full-time, permanent role offers ongoing training and career progression.

Qualifications

• Proven experience working as a Paraplanner within financial planning or wealth management.
• Excellent report-writing skills with the ability to produce clear, accurate and client-focused documentation.
• Strong numerical ability and confidence working with financial data and performance information.

Responsibilities

• Complete full analysis of client requirements and prepare accurate, high-quality suitability reports.
• Produce cash flow models and ensure all client data is accurate and up to date.
• Maintain consistently high standards of documentation and report writing.
• Ensure all client business is processed compliantly and within agreed timescales.
• Provide comprehensive paraplanning and technical support to Financial Advisers, the administration team and Practice Manager.
• Assist Advisers with technical queries and complex client cases.
• Liaise with product providers to obtain replacement contract information and other relevant documentation.

Skills

Paraplanning experience

Analytical skills

Client-focused reporting

Education

CII Level 4 Diploma in Regulated Financial Planning (DipPFS)

Job description

The JobsBoard is supporting an established Wealth Management business in its search for a fully qualified and experienced Paraplanner to join the team. You will provide high-quality technical support to Financial Advisers and help ensure clients receive a first-class service.

Key duties include preparing suitability reports, cash flow models, maintaining documentation, and assisting with complex cases. This full-time, permanent role offers ongoing training and career progression.