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.
- Benefits: Competitive salary, Chartered study support, and flexible working arrangements.
- Other info: Great long-term career path with opportunities for professional growth.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Diploma qualified, experienced in financial planning, and client-friendly.
The predicted salary is between 35000 - 60000 € per year.
Some support roles in financial planning become repetitive. Producing reports, processing cases, and chasing providers often lead to little involvement with clients and minimal visibility within the business. This role is different.
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.
£35,000 to £60,000 negotiable depending on experience. Office-based role east of Edinburgh. Supportive and professional team culture. Chartered study support. Long-term career development potential.
Paraplanner / Client Relationship Manager employer: Career poster
Join a well-established boutique financial planning firm just outside Edinburgh, where you will thrive in a supportive and collaborative environment that values genuine client relationships and holistic advice. With a strong focus on employee growth, including Chartered study support and a flexible work culture that respects personal commitments, this role offers a meaningful career path for those looking to make a real impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Client Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your personality! When you get the chance to meet potential employers or clients, let your true self shine through. They want to see how you fit into their team, so be personable and approachable.
✨Tip Number 3
Prepare for interviews by researching the company culture. Since this role is all about collaboration and client relationships, think about how you can demonstrate your alignment with their values during the interview.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which we really appreciate.
We think you need these skills to ace Paraplanner / Client Relationship Manager
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of warmth and authenticity can make a huge difference.
Tailor Your Application:Make sure to tailor your application to the role of Paraplanner / Client Relationship Manager. Highlight your experience in financial planning and client management, and how it aligns with our focus on lifestyle financial planning.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff – we want to know what makes you a great fit!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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.
✨Showcase 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 proactive approach to client needs.
✨Prepare for Technical Questions
Expect some technical questions related to paraplanning and financial advice. Review common scenarios you might encounter in the role and think about how you would handle them. This will demonstrate your readiness to support advisers and clients directly.
✨Emphasise Your Organisational Skills
This position requires strong organisational abilities, so be ready to discuss how you manage your workload and prioritise tasks. Share specific strategies or tools you use to stay organised, as this will resonate well with the collaborative culture of the business.
