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- Tasks: Support financial advisers by producing detailed reports and conducting in-depth research.
- Company: Join a well-established Financial Adviser in Linlithgow, Scotland, focused on client outcomes.
- Benefits: Enjoy a competitive salary, hybrid working, 30 days leave, and a non-contributory pension scheme.
- Why this job: Make a real impact in financial planning while collaborating with a dynamic team.
- Qualifications: Level 4 Diploma in Financial Planning and at least 3 years of paraplanning experience required.
- Other info: Flexible working model with excellent career growth opportunities.
The predicted salary is between 28000 - 42000 £ per year.
RECRUITMENTiQ is working in partnership with a well-established Financial Adviser based in Linlithgow, Scotland. We are committed to delivering high-quality, compliant financial advice with a strong focus on client outcomes, collaboration and professional excellence. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team.
The Role
This is a full-time opportunity for an experienced Paraplanner to play a key role within our Advice Area. The Paraplanner is integral to the advisory team and will work closely with Financial Advisers, with a direct reporting line to the Practice Manager. The role is contractually based 5 days per week in our Linlithgow office, however, we are currently operating a hybrid working model of three days in the office and 2 days working from home, supporting flexibility while maintaining strong team connection.
You will be responsible for producing high-quality, compliant suitability reports and providing technical support that enables advisers to deliver excellent client outcomes. You will also collaborate with administration and keying teams as required.
Key Responsibilities
- Liaise with advisers and introducers to support client financial planning needs
- Review and analyse client fact finds and file notes to understand client requirements
- Conduct in-depth research and analysis, including cashflow modelling where required
- Liaise with platforms and providers to obtain information on existing plans and potential investments
- Assess client objectives, priorities, attitude to risk and capacity for loss
- Prepare and maintain compliant client files throughout the advice process
- Produce clear, accurate and detailed suitability reports, including tax calculations where required
- Ensure all work adheres to FCA principles, regulatory standards and internal procedures
- Collaborate with advisers and paraplanners on research for the Centralised Investment Proposition
- Support administration and keying teams to ensure advice is processed accurately and within agreed SLAs
- Process correspondence in line with data protection requirements
- Maintain CPD requirements and keep technical and product knowledge up to date
Requirements
- Level 4 Diploma in Financial Planning (minimum)
- At least 3 years paraplanning experience
- Strong customer service background with a clear service mindset and focus on delivering positive client outcomes
- Excellent attention to detail and accuracy
- Strong understanding of the financial services industry, FCA principles and regulatory standards
- Platform and provider familiarity
- Advanced Microsoft Word and Excel skills
- Highly organised, adaptable and able to manage workload autonomously
Nice to Have
- Experience supporting investment propositions or internal investment committees
- Experience working with bespoke or in-house financial systems
- Interest in new technologies that enhance advice processes
Salary & Benefits
- Salary: £35,000 per annum
- Monday-Thursday 9am-5pm, Friday 9am-4pm
- 30 days annual leave
- Birthday holiday
- Hybrid working (currently 3 days office/2 days home)
- Flexi time
- Non-contributory company pension scheme
- Death in Service cover
- Enhanced company sick pay
- Enhanced maternity and paternity pay
- Healthcare scheme after qualifying period
If you’re an experienced Paraplanner who thrives on detail, values strong collaboration and takes pride in delivering excellent client outcomes, we’d love to hear from you. Apply now with your CV and cover letter.
Locations
Paraplanner in Linlithgow, Scotland employer: RECRUITMENTiQ
Contact Detail:
RECRUITMENTiQ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Linlithgow, Scotland
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your experience as a Paraplanner. Show them you’re not just a fit for the role, but a perfect match for their team culture too!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Linlithgow, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and your understanding of FCA principles. We want to see how your skills align with what we're looking for!
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 you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, include examples of how you've ensured accuracy in your work. This will show us that you take pride in delivering high-quality outcomes for clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at RECRUITMENTiQ
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA principles and regulatory standards. Being able to discuss these confidently will show that you're not just experienced but also up-to-date with industry practices.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples from your past work where your meticulousness made a difference, whether it was in producing suitability reports or ensuring compliance. This will highlight your fit for the role.
✨Demonstrate Collaboration Skills
Since the role involves working closely with advisers and other teams, be ready to share experiences where you've successfully collaborated. Talk about how you’ve supported others in achieving client outcomes, as teamwork is key in this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client outcomes and their hybrid working model. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
