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- Tasks: Provide high-quality technical support to Financial Planners and deliver compliant advice.
- Company: A growing financial planning firm with a supportive and collaborative culture.
- Benefits: Up to £52,000 salary, private medical insurance, generous pension, and 25 days holiday.
- Why this job: Make a real impact on client outcomes in a dynamic financial environment.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Advice.
- Other info: Opportunity for professional growth and collaboration in a varied role.
The predicted salary is between 43200 - 52000 £ per year.
We’re working with a growing and highly regarded financial planning firm who are looking to add an experienced Paraplanner to their supportive, collaborative team. This is a varied and engaging role where you’ll provide high-quality technical and planning support to Financial Planners, helping to deliver clear, compliant and well-structured advice that genuinely meets client needs. You’ll be exposed to a broad range of planning scenarios and have the opportunity to make a real impact on both client outcomes and the wider business.
What we’re looking for:
- Proven experience as a Paraplanner within a financial planning / wealth management firm
- Diploma in Regulated Financial Advice (Level 4) or equivalent
- Strong understanding of the end-to-end advice process across multiple planning areas
- Confident analysing products, solutions and risk to support appropriate recommendations
- Solid knowledge of the regulatory and governance environment
- Highly organised, detail-focused and comfortable managing multiple priorities
- Strong written and verbal communication skills with a client-centric approach
- Excellent numeracy and report-writing capability
- Experience using Xplan or similar financial planning systems
Benefits include:
- Private Medical Insurance
- Life assurance (8x salary)
- Very generous pension contribution
- Share save scheme
- 25 days’ holiday, with the option to buy or sell additional days
If you’re an experienced Paraplanner looking for a role where quality, development and collaboration really matter, I’d love to have a conversation. Drop me a message to find out more.
Paraplanner in Edinburgh employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and the end-to-end advice process. We want you to feel confident discussing your experience with products and solutions, so practice articulating how you've made a real impact in previous roles.
✨Tip Number 3
Showcase your organisational skills! When you get the chance to chat with potential employers, highlight how you manage multiple priorities and keep everything running smoothly. They’ll love hearing about your detail-focused approach!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re all about making the process as smooth as possible for you!
We think you need these skills to ace Paraplanner in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience as a Paraplanner and any relevant qualifications, like your Diploma in Regulated Financial Advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our collaborative environment. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since strong written communication is key for this role, make sure your application is clear and well-structured. Use professional language, but don’t be afraid to let your personality shine through. We appreciate authenticity!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the end-to-end advice process and the regulatory environment. Be ready to discuss specific scenarios you've encountered as a Paraplanner and how you navigated them. This shows you’re not just familiar with theory but have practical experience too.
✨Showcase Your Skills
Prepare to demonstrate your analytical skills by discussing how you evaluate products and solutions. Bring examples of reports or recommendations you've made in the past, highlighting your attention to detail and client-centric approach. This will help you stand out as a candidate who can deliver high-quality support.
✨Practice Your Communication
Since strong communication skills are key for this role, practice explaining complex financial concepts in simple terms. You might be asked to present a case study or scenario during the interview, so being clear and concise will show you can effectively communicate with clients and colleagues alike.
✨Be Organised and Ready
Demonstrate your organisational skills by preparing a list of questions about the firm and the role. This not only shows your interest but also helps you manage multiple priorities during the interview. Plus, it’s a great way to ensure you get all the information you need to make an informed decision.
