At a Glance
- Tasks: Support clients and advisers in a dynamic financial planning environment.
- Company: Boutique financial planning firm with a focus on lifestyle advice.
- Benefits: Competitive salary, chartered study support, and long-term career development.
- Other info: Flexible work culture prioritising trust and professionalism.
- Why this job: Join a collaborative team and make a real impact on client relationships.
- Qualifications: Diploma qualified or working towards, with experience in financial planning.
A well-established boutique financial planning business based just outside Edinburgh is seeking a Paraplanner / Client Relationship Manager to support a Senior Financial Adviser within a close-knit and highly professional environment. Established for over 20 years, the business focuses on genuine lifestyle financial planning, long-term client relationships and cash flow modelling rather than transactional product sales. This is a true advice business with no significant reliance upon constant new business generation or sales-driven activity.
You will work alongside a collaborative support structure comprising of:
- Chartered Managing Director
- Senior Chartered Financial Adviser
- Operations Manager
- Client Manager
- External paraplanning support
This is not a siloed paraplanning role where you simply write reports and disappear into the background. You will become part of the wider client journey through:
- Suitability report writing
- Adviser support
- Client relationship management
- Technical administration
- Meeting preparation
- Ongoing servicing support
- Provider and platform liaison
External paraplanning support is already utilised for highly technical or overflow work, therefore, the business is open-minded regarding the seniority of report writing experience. You will, however, be comfortable within a lifestyle financial planning environment and understand the value of holistic advice and cash flow modelling.
We are ideally seeking somebody who is:
- Diploma qualified – Chartered would be nice or working towards
- Experienced within financial planning or wealth management
- Comfortable supporting advisers and clients directly
- Organised, proactive and personable
- Technically capable whilst remaining client-friendly
- Calm under pressure with strong attention to detail
- Seeking a long-term role within a boutique planning firm
This role may suit:
- A paraplanner seeking broader involvement within a business
- A client manager with technical capability
- A financial planning administrator looking to progress technically
- Somebody who enjoys combining technical work with client relationships
Although this is not a trainee adviser role, the successful individual will be supported towards Chartered status, which is viewed internally as a prerequisite to becoming an adviser within the firm. For somebody ambitious and relationship-led, this creates a genuine long-term career path within an established and highly respected advice business.
The business believes strongly in office culture, collaboration and shared purpose, therefore, the office will remain the primary place of work. However, there is also recognition that life and family responsibilities matter. Rather than rigid hybrid policies or arbitrary structures, the business prefers to treat people like adults and offer flexibility where genuinely needed. The focus is on trust, professionalism and maintaining a positive team environment.
Salary: £35,000 to £60,000 negotiable depending on experience
Office-based role east of Edinburgh
Supportive and professional team culture
Chartered study support
Long-term career development potential
Paraplanner / Client Relationship Manager employer: The FIMS Consultancy
Join a well-established boutique financial planning firm just outside Edinburgh, where you will be part of a collaborative and professional team dedicated to genuine lifestyle financial planning. With a strong focus on employee growth, including support towards Chartered status, and a flexible work culture that values trust and professionalism, this role offers a unique opportunity to engage directly with clients while developing your career in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Client Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Show off your personality! When you get to the interview stage, let your genuine self shine through. Employers want to see how you fit into their team, so be personable and relatable while showcasing your skills.
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for paraplanners and client relationship managers, and practice your answers. This will help you feel more confident and ready to impress during the interview.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows you're keen and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner / Client Relationship Manager
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of warmth and authenticity can make a huge difference.
Tailor Your Application:Make sure to tailor your application to the role of Paraplanner / Client Relationship Manager. Highlight your experience in financial planning and client relationship management, and how it aligns with our values at StudySmarter.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured writing that gets straight to the heart of your experience and skills. Avoid jargon unless it's relevant!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at The FIMS Consultancy
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around lifestyle financial planning and cash flow modelling. Be ready to discuss how these concepts apply in real-world scenarios, as this role is all about genuine advice rather than just selling products.
✨Show Your People Skills
Since this position involves client relationship management, be prepared to demonstrate your interpersonal skills. Think of examples where you've successfully built relationships or resolved conflicts with clients or colleagues. This will show that you're not just technically capable but also personable.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture and the team dynamics. This shows that you're genuinely interested in becoming part of their close-knit environment. You might ask about how they support professional development or what a typical day looks like for a Paraplanner/Client Relationship Manager.
✨Be Organised and Proactive
Highlight your organisational skills and proactive approach during the interview. Share specific examples of how you've managed multiple tasks or projects effectively in the past. This will resonate well with the company's emphasis on being organised and calm under pressure.
