Paraplanner

Paraplanner Location: Edinburgh or Stirling - Hybrid or Remote options availableBasic Salary: Up to £45,000Hours: 9am - 5pm, Mon - FriAbout our clients and the role:Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning.Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients’ financial objectives.Salary & Benefits:£35,000 – £45,000 (depending on experience and qualifications)Hybrid or remote working after initial training period25 days holiday plus bank holidays – rising to 30 days holiday plus bank holidays with length of serviceDiscretionary bonus schemeDiscretionary annual pay reviewsGroup Pension scheme - 5%Private Medical InsuranceGroup life cover 4x salaryGroup Critical Illness Cover 4x salaryIncome Protection

Responsibilities

Analyse client requirements and produce clear, accurate suitability and advice reportsPrepare and update cash-flow models, client review documentation, and supporting analysisWork across a broad range of financial planning areas, including investments, retirement, tax, and estate planningAssess investment performance and provide technical and analytical support to advisersProvide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as requiredMaintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on timeMaintain awareness of, and act in accordance with, all relevant compliance and regulatory obligationsLiaise with advisers, administrators, and product providers to progress cases efficiently and to completionConfidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics)The successful candidate will be required to undergo standard financial and identity checks.Skills and experience:3+ years’ experience within a paraplanning role and supporting IFA’sCII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidencedOrganised & methodicalStrong analytical and numerical skills with the ability to analyse financial data and performance metricsExcellent attention to detail and high standards of accuracyAbility to prioritise and work to deadlinesExcellent communication skills - written and verbalThrive working as part of a teamStrong IT skills - MS Office – Word, Excel and OutlookAdaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solveBy applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.