At a Glance
- Tasks: Provide top-notch technical support and analysis for financial planning solutions.
- Company: Join a well-established financial planning practice focused on personalised wealth management.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Dynamic role with a focus on compliance and high-quality documentation.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 3+ years in paraplanning and strong organisational skills preferred.
The predicted salary is between 35000 - 45000 £ per year.
About the Company
Swarm recruitment is pleased to be supporting a 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.
About the Role
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.
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)
Qualifications
- 3+ years’ experience within a paraplanning role and supporting IFA’s
- CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced
Required Skills
- Organised
Paraplanner in Edinburgh employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a supportive and collaborative work environment where paraplanners can thrive. With a strong focus on employee development and a commitment to delivering high-quality, personalised financial planning services, team members benefit from ongoing training opportunities and the chance to work closely with experienced advisers. Located in a vibrant area, the company fosters a culture of long-term relationships and excellence, making it an ideal place for professionals seeking meaningful and rewarding careers in wealth management.
