๐ฃ๐ฎ๐ฟ๐ฎ๐ฝ๐น๐ฎ๐ป๐ป๐ฒ๐ฟ / ๐๐น๐ถ๐ฒ๐ป๐ ๐ฅ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ
East of Edinburgh
ยฃ35,000 to ยฃ60,000 Negotiable Depending on Experience
Some support roles in financial planning become repetitive.
Producing reports. Processing cases. Chasing providers. Little involvement with clients. Little visibility within the business.
This role is different.
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.
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We are ideally seeking somebody who is:
* Diploma qualified โ 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.
๐๐๐น๐๐๐ฟ๐ฒ & ๐๐น๐ฒ๐
๐ถ๐ฏ๐ถ๐น๐ถ๐๐
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 โthree days in, two days outโ 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.
๐ฃ๐ฎ๐ฐ๐ธ๐ฎ๐ด๐ฒ
* ยฃ35,000 to ยฃ60,000 negotiable depending on experience
* Office-based role east of Edinburgh
* Supportive and professional team culture
* Chartered study support
* Long-term career development potential