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- Tasks: Support financial advisers by producing detailed reports and conducting in-depth research.
- Company: Established Financial Adviser based in Linlithgow, Scotland, focused on client outcomes.
- Benefits: Competitive salary, hybrid working, 30 days annual leave, and enhanced sick pay.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and at least 3 years’ paraplanning experience.
- Other info: Flexible working model with excellent career development opportunities.
The predicted salary is between 28000 - 42000 £ per year.
Policy Services is 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.
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
- 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
- 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: £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)
- Flex 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.
Paraplanner in Linlithgow employer: s1jobs
Contact Detail:
s1jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Linlithgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Policy Services. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and understanding of FCA principles. We want you to feel confident discussing your experience and how it aligns with the role of a Paraplanner.
✨Tip Number 3
Showcase your attention to detail during the interview. Bring examples of your previous work, like suitability reports or client files, to demonstrate your skills and how you ensure compliance and accuracy.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Policy Services.
We think you need these skills to ace Paraplanner in Linlithgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant paraplanning experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial advice and how your background aligns with our commitment to client outcomes and collaboration.
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Use specific examples in your application to demonstrate how you've maintained accuracy in your previous roles, especially when producing reports.
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’re considered for this exciting opportunity!
How to prepare for a job interview at s1jobs
✨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.
