At a Glance
- Tasks: Provide top-notch technical support and analysis in financial planning.
- Company: Join a leading financial planning practice with a focus on personalised service.
- Benefits: Up to £50,000 salary, hybrid working, 25+ days holiday, and bonuses.
- Other info: Dynamic team environment with opportunities for professional development.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 3+ years in paraplanning, strong analytical skills, and excellent communication.
The predicted salary is between 38000 - 50000 € per year.
Experienced Paraplanner
Location: Edinburgh or Stirling - Hybrid/Remote working
Basic Salary: Up to £50,000
Hours: 9am - 5pm, Mon - Fri
About our clients and the role:
Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives.
Salary & Benefits:
- £38,000 - £50,000 (depending on experience and qualifications)
- Hybrid/Remote working
- 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service
- Discretionary bonus scheme
- Discretionary annual pay reviews
- Group Pension scheme - 5%
- Private Medical Insurance
- Group life cover 4x salary
- Group Critical Illness Cover 4x salary
- Income Protection
Responsibilities:
- Analyse client requirements and produce clear, accurate suitability and advice reports
- Prepare and update cash-flow models, client review documentation, and supporting analysis
- Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning
- Assess investment performance and provide technical and analytical support to advisers
- Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required
- Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time
- Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations
- Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion
- Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics)
The successful candidate will be required to undergo standard financial and identity checks.
Skills and experience:
- 3+ years' experience within a paraplanning role and supporting IFA's
- SJP experience highly desirable
- CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced
- Organised & methodical
- Strong analytical and numerical skills with the ability to analyse financial data and performance metrics
- Excellent attention to detail and high standards of accuracy
- Ability to prioritise and work to deadlines
- Excellent communication skills - written and verbal
- Thrive working as part of a team
- Strong IT skills - MS Office - Word, Excel and Outlook
- Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Paraplanner in Stirling employer: SWARM RECRUITMENT LTD
As a leading financial planning practice in Edinburgh and Stirling, we pride ourselves on fostering a supportive and collaborative work environment that prioritises employee growth and well-being. With a competitive salary, hybrid working options, and a comprehensive benefits package including generous holiday allowances and private medical insurance, we are committed to providing our Paraplanners with the resources they need to thrive. Join us to be part of a team that values long-term relationships and high-quality service, ensuring you can make a meaningful impact in the lives of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Get your research game on! Familiarise yourself with the latest trends in financial planning and paraplanning. This will not only help you in interviews but also show potential employers that you're genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to paraplanning and be ready to discuss your experience with financial software. We all know how important it is to demonstrate your skills confidently.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Stirling
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications, like the CII Level 4 DipPFS. We want to see how your skills match 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 engaging – we love a good story!
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to showcase your analytical skills in your application. Mention specific tools or software you've used, like cash-flow modelling or analytics tools, to demonstrate your expertise.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at SWARM RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, retirement, and tax. Be ready to discuss specific cases or scenarios where you've applied your analytical skills in previous roles.
✨Showcase Your Attention to Detail
As a paraplanner, accuracy is key. Prepare examples that highlight your meticulous nature, such as how you've ensured compliance in documentation or improved processes to enhance accuracy in client reports.
✨Familiarise Yourself with Tools
Get comfortable with financial planning software like Voyant or Analytics. If you can, practice using these tools before the interview so you can confidently discuss your experience and how you’ve used them to support advisers.
✨Communicate Clearly
Since you'll be producing client reports and liaising with advisers, practice articulating complex financial concepts in simple terms. This will demonstrate your communication skills and ability to tailor information to different audiences.
