At a Glance
- Tasks: Support a Senior Financial Adviser and manage client relationships in a collaborative environment.
- Company: Boutique financial planning firm with over 20 years of experience near Edinburgh.
- Benefits: Competitive salary, flexible working arrangements, and support towards Chartered status.
- Other info: Great opportunity for career growth in a supportive and professional setting.
- Why this job: Join a team that values genuine client relationships and holistic financial advice.
- Qualifications: Diploma qualified with experience in financial planning or wealth management.
The predicted salary is between 35000 - 60000 £ per year.
A well-established boutique financial planning business based just outside Edinburgh is seeking a Paraplanner / Client Relationship Manager to support a Senior Financial Adviser within a close-knit and highly professional environment. Established for over 20 years, the business focuses on genuine lifestyle financial planning, long-term client relationships and cash flow modelling rather than transactional product sales. This is a true advice business with no significant reliance upon constant new business generation or sales-driven activity.
You will work alongside a collaborative support structure comprising of:
- Chartered Managing Director
- Senior Chartered Financial Adviser
- Operations Manager
- Client Manager
- External paraplanning support
This is not a siloed paraplanning role where you simply write reports and disappear into the background. You will become part of the wider client journey through:
- Suitability report writing
- Adviser support
- Client relationship management
- Technical administration
- Meeting preparation
- Ongoing servicing support
- Provider and platform liaison
External paraplanning support is already utilised for highly technical or overflow work, therefore, the business is open-minded regarding the seniority of report writing experience. You will, however, be comfortable within a lifestyle financial planning environment and understand the value of holistic advice and cash flow modelling.
We are ideally seeking somebody who is:
- Diploma qualified
- Chartered would be nice or working towards
- Experienced within financial planning or wealth management
- Comfortable supporting advisers and clients directly
- Organised, proactive and personable
- Technically capable whilst remaining client-friendly
- Calm under pressure with strong attention to detail
- Seeking a long-term role within a boutique planning firm
This role may suit:
- A paraplanner seeking broader involvement within a business
- A client manager with technical capability
- A financial planning administrator looking to progress technically
- Somebody who enjoys combining technical work with client relationships
Although this is not a trainee adviser role, the successful individual will be supported towards Chartered status, which is viewed internally as a prerequisite to becoming an adviser within the firm. For somebody ambitious and relationship-led, this creates a genuine long-term career path within an established and highly respected advice business.
The business believes strongly in office culture, collaboration and shared purpose, therefore, the office will remain the primary place of work. However, there is also recognition that life and family responsibilities matter. Rather than rigid hybrid policies or arbitrary three days in, two days out structures, the business prefers to treat people like adults and offer flexibility where genuinely needed. The focus is on trust, professionalism and maintaining a positive team environment.
Paraplanner / Client Relationship Manager in Edinburgh employer: Career poster
Join a well-established boutique financial planning business just outside Edinburgh, where you will thrive in a collaborative and professional environment that prioritises genuine client relationships and holistic advice. With a strong emphasis on employee growth, the company supports your journey towards Chartered status while offering flexibility to balance work and personal life, making it an excellent employer for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Client Relationship Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by understanding the company's culture and values. Since this role is all about client relationships, think of examples from your past where you've built strong connections and how you can bring that to the table.
✨Tip Number 3
Showcase your technical skills during the interview. Be ready to discuss your experience with cash flow modelling and holistic advice, as these are key aspects of the role. We want to see how you can contribute to the team!
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Paraplanner / Client Relationship Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications, especially if you're Diploma qualified or working towards Chartered status, as this is key for us.
Craft a Personal Cover Letter:Your cover letter should tell us why you’re the perfect fit for our team. Share your passion for lifestyle financial planning and how you can contribute to building long-term client relationships.
Showcase Your Experience:Don’t just list your previous roles; explain how your experience aligns with the responsibilities of the Paraplanner / Client Relationship Manager position. We want to see how you’ve supported advisers and managed client relationships in the past.
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 don’t miss out on any important updates about the role.
How to prepare for a job interview at Career poster
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around lifestyle financial planning and cash flow modelling. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are genuinely interested in the role.
✨Show Your People Skills
Since this role involves client relationship management, be prepared to share examples of how you've successfully built and maintained relationships in the past. Highlight your ability to communicate effectively and your approach to handling client queries or concerns.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage your workload and prioritise tasks. Share specific strategies you use to stay on top of your responsibilities, especially when supporting advisers and preparing for meetings.
✨Emphasise Teamwork
This role is all about collaboration, so be ready to talk about your experience working in a team environment. Discuss how you contribute to a positive office culture and how you value shared goals, as this aligns perfectly with the company's ethos.
