At a Glance
- Tasks: Join a team to support financial planning, research, and client meetings.
- Company: A respected Chartered Financial Planning practice focused on personalised service.
- Benefits: Enjoy a competitive salary, flexible hours, and support for further qualifications.
- Other info: Located in vibrant Blackheath with local shops and a supportive culture.
- Why this job: Be part of a values-driven team that prioritises wellbeing and professional growth.
- Qualifications: Level 4 Diploma in Financial Planning preferred; experience in paraplanning is essential.
The predicted salary is between 28000 - 36000 £ per year.
Company Overview
A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.
Job Ref
91064
Location
Edinburgh
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent
- Location: Edinburgh, Scotland
- Type: Permanent
- Job #91064
- Salary: £35,000 - £45,000 Per Annum
Paraplanner – Edinburgh
Company Overview
A well-established financial planning firm, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust.
The Role
We are seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This is an excellent opportunity to gain exposure to holistic financial planning, working alongside experienced advisers and developing technical knowledge in a variety of areas.
Responsibilities
- Analyse clients’ financial requirements, develop cash flow models, and maintain accurate client records.
- Construct financial planning solutions across investment, retirement, long-term care, tax, and inheritance planning.
- Prepare recommendations, letters, and reports, liaising with administrators and maintaining client files and IT records throughout the advice process.
- Support client reviews, updating cash flow models, investment performance reviews, and associated reports.
- Build and maintain client relationships through telephone, email, letters, and meetings, presenting solutions and recommendations where required.
- Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed throughout the process.
- Collaborate with other professional advisers (e.g., solicitors, accountants) to implement agreed action plans.
Requirements
- Diploma in Financial Planning (or equivalent); willingness to maintain compliance and regulatory knowledge.
- Minimum of four years’ industry experience preferred.
- Strong administrative, research, report writing, and communication skills.
- Excellent analytical skills with a structured and organised working approach.
- Commitment to ongoing professional development and maintaining CPD requirements.
- Chartered Financial Planner status preferable, or willingness to work towards it.
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Paraplanner employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
