Paraplanner at SwissPeak Partners GmbH in Edinburgh, Scotland, GB

We are looking for a motivated Paraplanner to join a collaborative financial planning team, providing high-quality technical and research support to advisers and helping deliver clear, well-considered outcomes for clients.

This is an excellent opportunity for a Paraplanner with at least one year of relevant experience who is looking to develop their technical expertise and progress their career within financial planning. You will have the opportunity to work across a broad range of client activities, including research, financial analysis, suitability reporting and annual reviews.

The role is office-based, with the flexibility to work from home on agreed days once you have settled into the team. It is not a fully remote position.

Permanent Contract

Responsibilities & Tasks

• Provide technical and analytical support to financial advisers across a range of client requirements.
• Review existing client arrangements and gather relevant policy and investment information to ensure records are complete and accurate.
• Research appropriate financial planning and investment solutions, considering client objectives, tax considerations, costs, risks and potential outcomes.
• Work closely with advisers to develop and document suitable recommendations.
• Prepare detailed suitability reports and shorter advice documents for specific or ad-hoc advice requirements.
• Produce supporting illustrations, key features and other documentation required to accompany client recommendations.
• Assist with the accurate implementation of recommendations, ensuring relevant documentation and compliance requirements are completed correctly.
• Prepare valuations, analysis and cashflow modelling to support client review meetings and ongoing financial planning.
• Support annual review processes by assessing the continued suitability of existing arrangements and ensuring client records remain up to date.
• Maintain accurate and comprehensive client files, including relevant fact-finds, risk assessments, agreements and supporting documentation.
• Attend client meetings when required, providing technical support, taking notes and assisting with cashflow presentations or modelling.
• Keep an organised workflow and maintain visibility of outstanding reports and tasks.
• Build effective working relationships with advisers, colleagues, clients and external providers.
• Provide support and cover across the wider team when required.
• Contribute to internal projects and initiatives aimed at improving processes, efficiency and client service.
• Record and escalate errors or incidents appropriately and complete required compliance and training activities within agreed deadlines.
• Participate in team meetings, training and professional development activities.

Requirements & Qualifications

We are looking for someone who is technically capable, organised and keen to continue developing within the financial planning profession.

Essential:

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• At least one year of experience working as a Paraplanner, with practical exposure to technical research and suitability report writing.
• Understanding of the FCA ongoing suitability and annual review process.
• Strong understanding of financial planning principles and the ability to research and analyse appropriate solutions.
• Excellent attention to detail and a methodical approach to maintaining client records and documentation.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities, work to deadlines and take ownership of tasks through to completion.
• Proactive approach, with the confidence to work independently and use initiative.
• Good working knowledge of Microsoft Office, particularly Word and Excel.

Desirable:

• Experience with Xplan or another financial planning practice management system.
• Familiarity with industry tools such as Voyant, FE Analytics and Selectapension.
• Experience preparing cashflow models and supporting adviser-led client meetings.
• Interest in progressing towards Level 6 qualifications and Chartered Financial Planner status.

You do not need to be Chartered or a senior Paraplanner. We are particularly interested in candidates who have established a solid foundation in paraplanning and are ready to build on their experience.

Benefits & Culture

You will join a supportive and collaborative environment where technical development, knowledge sharing and high standards of client service are valued.

The role offers:

• A competitive salary of £32,000–£38,000, depending on experience and capability.
• Hybrid working flexibility following an initial period of settling into the team.
• Opportunities to develop your technical knowledge and progress your financial planning career.
• Support for continued professional development and progression towards higher-level qualifications.
• Exposure to a broad range of financial planning activities and client requirements.
• A collaborative team environment with opportunities to work closely with experienced financial advisers and other financial planning professionals.
• The opportunity to contribute to process improvements and wider business initiatives.

If you are an experienced Paraplanner who enjoys technical work, takes pride in producing high-quality client documentation and wants to continue developing within financial planning, this could be an excellent next step in your career.