RECRUITMENTiQ is working in partnership with 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
MondayThursday 9am5pm, Friday 9am4pm
30 days annual leave
Birthday holiday
Hybrid working (currently 3 days office/2 days home)
Flexi 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 youre an experienced Paraplanner who thrives on detail, values strong collaboration and takes pride in delivering excellent client outcomes, wed love to hear from you. Apply now with your CV and cover letter.
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