Paraplanner
other jobs mbf.
Added before 1 Days
- Scotland,Midlothian
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Paraplanner – Edinburgh – Mainly office based (1 day per week from home)
Salary: £40,000 to £50,000 plus benefits and bonus
A leading national wealth management firm is seeking an experienced Paraplanner to join their Edinburgh office. This role is mainly office based, with opportunity for home working 1 day per week.
You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.
Key Responsibilities:
*Produce suitability reports, financial plans, and tax calculations to a high standard.
*Conduct detailed research, analysis, and cashflow modelling to support recommendations.
*Liaise with providers to obtain information on investments and financial products.
*Support client review meetings and ensure documentation is complete and compliant.
*Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.
*Maintain and develop professional knowledge to meet continuous development requirements.
About You:
*Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.
*Strong understanding of financial products, FCA rules, and regulatory standards.
*Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.
*Excellent written communication with meticulous attention to detail.
*Well-organised, self-motivated, and able to manage a varied workload.
*Collaborative approach with strong relationship-building skills.
*Passionate about sharing knowledge and supporting team development.
Benefits:
*Competitive salary up to £50,000 for highly experienced candidates.
*Hybrid working (1 day from home).
*Generous holiday allowance plus public holidays
*Private medical insurance, digital GP access, and employee assistance programme.
*Pension and life assurance schemes.
*Enhanced family leave and employee referral scheme.
*Eye care vouchers.
This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Salary: £40,000 to £50,000 plus benefits and bonus
A leading national wealth management firm is seeking an experienced Paraplanner to join their Edinburgh office. This role is mainly office based, with opportunity for home working 1 day per week.
You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.
Key Responsibilities:
*Produce suitability reports, financial plans, and tax calculations to a high standard.
*Conduct detailed research, analysis, and cashflow modelling to support recommendations.
*Liaise with providers to obtain information on investments and financial products.
*Support client review meetings and ensure documentation is complete and compliant.
*Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.
*Maintain and develop professional knowledge to meet continuous development requirements.
About You:
*Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.
*Strong understanding of financial products, FCA rules, and regulatory standards.
*Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.
*Excellent written communication with meticulous attention to detail.
*Well-organised, self-motivated, and able to manage a varied workload.
*Collaborative approach with strong relationship-building skills.
*Passionate about sharing knowledge and supporting team development.
Benefits:
*Competitive salary up to £50,000 for highly experienced candidates.
*Hybrid working (1 day from home).
*Generous holiday allowance plus public holidays
*Private medical insurance, digital GP access, and employee assistance programme.
*Pension and life assurance schemes.
*Enhanced family leave and employee referral scheme.
*Eye care vouchers.
This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Job number 3669296
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mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...