Paraplanner

Due to ongoing growth, an award winning wealth management business with offices across the UK require 2 paraplanners to join their team.  The positions are to support the Scotland team, but largely remote with ad-hoc visits to the offices.  Part and full time roles available. This position plays a key role in supporting financial advisers by preparing high-quality technical analysis, research, and client-ready reports.  With a strong UK presence and a commitment to personal development, the team is encouraged to bring ideas forward, work flexibly, and build long-term relationships with clients. Colleagues are empowered to balance their professional responsibilities with their personal wellbeing, with support available to help them thrive at every stage of their career.

The successful candidate will:

• Participate in adviser debriefs to clarify client objectives, information gaps, and required actions.
• Gather and review essential financial information, carrying out analysis to inform planning discussions.
• Research financial products and strategies that align with client aims and risk profiles.
• Produce clear, accurate draft recommendation reports using the latest templates and internal guidance.
• Ensure all compliance, sign-off, and administrative requirements are fully met.
• Prepare and manage application paperwork and ensure submission processes are followed correctly.
• Maintain accurate client and case data across back-office systems.
• Support ongoing client servicing, such as processing fund switches, withdrawals, or updates.
• Operate within agreed workflows, service standards, and regulatory expectations.

What the organisation is looking for

• A Regulated Diploma in Financial Planning (CII) or equivalent.
• Strong understanding of the financial planning process and paraplanning workflows.
• Ability to work independently within established procedures and deliver work within set timescales.
• Excellent organisational skills, with the ability to prioritise multiple tasks.
• Confident communicator with strong report-writing ability.
• Proficient IT user with a positive, solution-focused approach.
• Awareness of the regulatory environment and a commitment to operating with accuracy and integrity.

The organisation offers a supportive, people-focused culture where flexible working arrangements can be discussed.  They've an excellent overall package and competitive salary available too. They welcome applicants from all backgrounds and are happy to make adjustments to ensure the recruitment process is accessible to everyone.  Please get in touch as soon as possible to discuss in full prior to progressing with Alison Curran.