At a Glance
- Tasks: Provide technical analysis and ensure smooth implementation of financial advice.
- Company: Independent financial planning firm with a focus on quality service.
- Benefits: Hybrid working, genuine influence, and no corporate red tape.
- Other info: Opportunity to work on complex cases and collaborate closely with advisers.
- Why this job: Make a real impact in a supportive environment while developing your skills.
- Qualifications: Experience in technical paraplanning and strong analytical skills.
The predicted salary is between 35000 - 45000 € per year.
We’re looking for an Experienced Technical Paraplanner / Operations Support to join our small, independent financial planning firm based in East Lothian (hybrid working available). This is a proper hybrid role — intentionally broader than a pure paraplanner position. Alongside high‑quality technical work, you’ll help ensure advice is implemented smoothly, actions are followed through, and clients receive the standard of service we believe good planning deserves.
This role will suit someone who:
- Enjoys technical analysis and well‑written, robust advice
- Values quality and judgement over volume
- Is comfortable wearing more than one hat in a small firm
Routine and straightforward cases will continue to be outsourced. Your focus will be on more complex, bespoke work, reviewing outsourced reports, acting as a technical sounding board for advisers, and helping maintain high standards across the business. You’ll work closely with advisers, have genuine influence over how advice is delivered, and be trusted to take ownership — without corporate bureaucracy or unrealistic output targets.
Location: Eskmills, Musselburgh (hybrid).
Experienced Technical Paraplanner / Operational support employer: Oliver Asset Management
Join our small, independent financial planning firm in East Lothian, where we prioritise quality over quantity and foster a collaborative work culture. With hybrid working options and a focus on employee growth, you'll have the opportunity to influence client advice directly while enjoying a supportive environment that values your expertise and judgement. Experience meaningful work without the constraints of corporate bureaucracy, making this an excellent place for those seeking a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Technical Paraplanner / Operational support
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and understanding of the firm’s values. We want to see how you can contribute to maintaining high standards and delivering quality advice, so be ready to showcase your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It shows you’re genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join our team at the heart of financial planning.
We think you need these skills to ace Experienced Technical Paraplanner / Operational support
Some tips for your application 🫡
Show Your Technical Skills:Make sure to highlight your technical analysis skills in your application. We want to see how you approach complex cases and the quality of advice you can provide, so don’t hold back on showcasing your expertise!
Tailor Your Application:Take a moment to customise your application for this role. We’re looking for someone who values quality over quantity, so make sure your experience aligns with what we’re after. A personal touch goes a long way!
Demonstrate Your Versatility:Since this is a hybrid role, it’s important to show us that you can wear multiple hats. Share examples of how you’ve successfully managed different responsibilities in previous roles — we love a good multi-tasker!
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 details about the role. We can’t wait to hear from you!
How to prepare for a job interview at Oliver Asset Management
✨Know Your Technical Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss complex cases and demonstrate your analytical skills. This will show that you’re not just a paraplanner but someone who can handle bespoke work with confidence.
✨Showcase Your Multi-Tasking Skills
Since this role involves wearing multiple hats, be ready to share examples of how you've successfully managed various responsibilities in previous positions. Highlight your ability to juggle tasks while maintaining high standards of service.
✨Emphasise Quality Over Quantity
The firm values quality and judgement, so come prepared to discuss how you prioritise thoroughness in your work. Share specific instances where your attention to detail made a significant difference in client outcomes.
✨Be Ready to Collaborate
This role requires close collaboration with advisers, so think about how you can demonstrate your teamwork skills. Prepare to discuss how you’ve influenced decisions in the past and how you can contribute to maintaining high standards across the business.
