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. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team. The Role 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 Requirements 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 Nice to Have 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 & Benefits 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.