A rare new opportunity has arisen to join a leading investment management firm with a central Edinburgh office for an experienced and technically proficient Paraplanner to join the team. This role offers the opportunity to work closely with experienced (mostly Chartered) Financial Planning Advisers, contributing to the delivery of high-quality client service and strategic financial advice.
The successful candidate will play a pivotal role in supporting advisers through the preparation of comprehensive financial reports, conducting product research, and ensuring client data is accurately maintained. This position requires a proactive approach to managing workflows, collaborating with internal teams, and engaging with clients and third parties.
Key Responsibilities
* Draft and deliver client reports and annual reviews with precision and clarity
* Collaborate with advisors to implement client requests and financial strategies
* Maintain and update client records using financial planning software
* Conduct technical research to support financial recommendations
* Liaise with clients and external providers, both in person and remotely
* Ensure all work complies with regulatory standards and internal policies
* Contribute to process improvement and departmental efficiency
* Support the collection and reporting of management information (MI)
Experienced required:
* CII Level 4 qualification (or equivalent)
* Previous experience in a paraplanning or technical support role within financial services
* Strong understanding of financial products, planning tools, and compliance frameworks
* Excellent communication skills and the ability to build trust with clients
* Highly organised, with the ability to manage multiple priorities independently
* Proficiency in Microsoft Office and financial modelling software
This is a fantastic opportunity to be part of a values-driven organisation that prioritises integrity, long-term thinking, and client-first service. The team fosters a collaborative environment where independence and innovation are encouraged, and professional development is actively supported.
A competitive salary, benefits package, study support and hybrid working is on offer and a chance to join them during a period of growth. Please get in touch as soon as possible to hear more and have a confidential discussion with Alison Curran prior to progressing