Paraplanner
Hybrid · Edinburgh, Scotland, United Kingdom or Birmingham, England, United Kingdom
Job Summary
Senior Paraplanner to draft suitability reports with guidance from the Financial Planner, liaise with Financial Planners to ensure information is complete for advice, interpret adviser meetings to prepare suitable recommendations, provide guidance to advisers on cases, ensure customer experience aligns with group standards, maintain data quality and compliance, update workflow records, manage workloads, and deliver coaching or training support for Paraplanners. Requires excellent written and oral communication, strong numeracy, attention to detail, coaching and mentoring skills, and the ability to work under pressure within a hybrid Edinburgh-based role with UK locations.
Required Qualifications
- Level 4 Diploma in Financial Planning
- 1+ years’ experience in a Paraplanning role in a similar environment
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
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