Paraplanner

Paraplanner - EdinburghPermanent Hybrid Working Excellent Benefits + Study SupportAn established and highly respected wealth management business is seeking an experienced Paraplanner to join its growing Financial Planning team in Edinburgh.This is an opportunity to join a collaborative, technically strong environment supporting a team of 11 Financial Planners at varying stages of their careers, working alongside an experienced Senior Paraplanner (Lead), four additional Paraplanners and dedicated administrative support.You''ll play a key role in delivering high-quality, client-focused financial planning support, working closely with advisers to produce technically robust advice and help clients achieve their long-term objectives.The OpportunityYou will be responsible for preparing and writing high-quality suitability reports, carrying out technical research, supporting annual reviews and contributing to the delivery of an exceptional client experience.This is a supportive and developmental environment offering full study support for those progressing toward Chartered status, with potential longer-term progression opportunities within Financial Planning, subject to business requirements and team structure.Key ResponsibilitiesPrepare high-quality, compliant and client-focused suitability reports and advice documentationProduce cashflow modelling and financial planning analysis to support long-term client objectivesConduct technical research across pensions, investments, tax ..... full job details .....