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For Companies At a Glance
- Tasks: Support Financial Planning Directors by preparing reports and conducting research.
- Company: Join a respected wealth management firm known for exceptional service and responsible planning.
- Benefits: Enjoy a competitive salary, excellent benefits, and flexible working options.
- Why this job: Be part of a supportive team culture with opportunities for personal and professional growth.
- Qualifications: CII Diploma in Financial Planning and 2-3 years' paraplanning experience required.
- Other info: Potential for the role to become permanent based on performance.
The predicted salary is between 43000 - 47000 £ per year.
A well-established and highly regarded wealth management firm is seeking an experienced Paraplanner to join its Financial Planning team in Edinburgh. This is a 12-month fixed-term role with a genuine opportunity for a permanent position based on performance.
This is a fantastic chance to join a values-driven organisation committed to delivering exceptional service and long-term, responsible financial planning. The team is professional, collaborative, and highly supportive, offering a rewarding environment for the right candidate.
The Role
In this position, you will work closely with a team of experienced Financial Planning Directors, supporting them in delivering high-quality, client-focused advice. You will be involved in preparing detailed financial reports, conducting research, and assisting with annual client reviews. The role also includes attending client meetings, preparing documentation, and managing your own workflow to meet agreed timelines and standards. Flexible working arrangements are available and open for discussion, depending on individual circumstances.
Key Responsibilities
- Produce high-quality, tailored financial advice reports and cashflow models
- Conduct in-depth technical research across tax, pension, and investment planning
- Support client meetings through preparation, note-taking, and follow-up actions
- Collaborate with stakeholders across the business to ensure excellent client outcomes
- Propose improvements to existing tools, templates, and advice delivery processes
- Stay current with financial planning regulations and internal procedures
- Manage your own workflow efficiently, balancing quality with timeliness
What We're Looking For
- CII Diploma in Financial Planning (or equivalent) - essential
- Chartered Financial Planner status - desirable
- Minimum 2-3 years' experience in a paraplanning role
- Solid technical understanding of UK tax, pensions, and estate planning
- Experience managing personal workflow and contributing within a paraplanning team
- Strong written and verbal communication skills with a keen eye for detail
- A proactive, solutions-focused mindset and a collaborative approach to teamwork
Why Apply?
- Competitive salary: £43,000 - £47,000 (up to £50,000 for exceptional candidates)
- Excellent benefits package
- Flexible and hybrid working options (open to discussion)
- Supportive and development-focused team culture
- Opportunity for the role to become permanent based on performance
- Join a highly respected firm with a responsible, long-term approach to wealth management
Interested? Let's Talk. If you're an experienced paraplanner looking for a new challenge, or simply curious if this could be the right move for you, I’d be happy to have a confidential chat. Reach out to discuss your situation and whether this opportunity aligns with your goals.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions)
✨Tip Number 1
Familiarise yourself with the specific financial planning regulations and internal procedures relevant to the role. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience with producing tailored financial advice reports and cashflow models. Be ready to share specific examples of how you've contributed to client meetings and improved processes in your previous roles.
✨Tip Number 4
Showcase your proactive and solutions-focused mindset by thinking of potential improvements to existing tools or processes in paraplanning. Presenting these ideas during your discussions can set you apart from other candidates.
We think you need these skills to ace Paraplanner (Pensions)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, particularly in pensions and financial planning. Use specific examples that demonstrate your technical understanding and ability to produce high-quality financial reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your CII Diploma in Financial Planning and any relevant qualifications or experiences that align with the job description. Be sure to express your proactive mindset and collaborative approach.
Highlight Key Skills: In your application, emphasise your strong written and verbal communication skills, attention to detail, and experience managing workflows. These are crucial for the role and should be clearly articulated in both your CV and cover letter.
Show Enthusiasm for the Company: Research the wealth management firm and mention why you are drawn to their values-driven approach. Express your interest in contributing to their commitment to exceptional service and long-term financial planning in your application.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
Make sure to demonstrate your solid understanding of UK tax, pensions, and estate planning during the interview. Prepare examples from your previous experience where you successfully applied this knowledge in a paraplanning role.
✨Prepare for Client-Focused Scenarios
Since the role involves supporting client meetings, be ready to discuss how you've prepared for and contributed to such meetings in the past. Highlight your note-taking skills and how you followed up on actions to ensure excellent client outcomes.
✨Emphasise Your Collaborative Approach
This position requires working closely with Financial Planning Directors and other stakeholders. Share examples of how you've collaborated effectively in a team setting, focusing on your proactive and solutions-focused mindset.
✨Demonstrate Your Workflow Management Skills
Discuss how you manage your own workflow efficiently, balancing quality with timeliness. Provide specific instances where you met tight deadlines while maintaining high standards in your work.
