Paraplanner

Experienced Paraplanner

Location: Edinburgh or Stirling - Hybrid/Remote working

Basic Salary: Up to £50,000

Hours: 9am - 5pm, Mon - Fri

About our clients and the role

Swarm recruitment is pleased to be supporting a growing and 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

£38,000 – £50,000 (depending on experience and qualifications)

Hybrid/Remote working

25 days holiday plus bank holidays – rising to 30 days holiday plus bank holidays with length of service

Discretionary bonus scheme

Discretionary annual pay reviews

Group Pension scheme - 5%

Private Medical Insurance

Group life cover 4x salary

Group Critical Illness Cover 4x salary

Income Protection

Responsibilities

Analyse client requirements and produce clear, accurate suitability and advice reports

Prepare and update cash-flow models, client review documentation, and supporting analysis

Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning

Assess investment performance and provide technical and analytical support to advisers

Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required

Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time

Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations

Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion

Confidently 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’s

SJP experience highly desirable

CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced

Organised & methodical

Strong analytical and numerical skills with the ability to analyse financial data and performance metrics

Excellent attention to detail and high standards of accuracy

Ability to prioritise and work to deadlines

Excellent communication skills - written and verbal

Thrive working as part of a team

Strong IT skills - MS Office – Word, Excel and Outlook

Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve

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