Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team.

The Role
Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes.

Key Responsibilities
*Research and analyse suitable financial planning solutions
*Prepare suitability reports using Genovo
*Produce illustrations and supporting documentation
*Assist with implementation of recommendations and trades
*Maintain accurate client files and upload compliance documents
*Prepare valuations and cashflow modelling (annual reviews)
*Support FCA ongoing suitability requirements
*Attend client meetings where required
Requirements
*Minimum level 4 diploma in Regulated Financial Planning
*Working towards level 6/Chartered (desirable)
*Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan)
What’s on Offer
*Competitive salary






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