Job Description:

Our client, a well-established Investment Management firm, is seeking an experienced Paraplanner to join their growing team.

You will be responsible for preparing detailed financial planning recommendations and supporting ongoing client relationships within a collaborative and professional environment. The role also offers strong support for continued development and professional qualifications.

Essential Skills/Experience:

• Minimum 3 years' paraplanning experience
• CII Diploma in Financial Planning (or equivalent)
• Strong technical knowledge of UK taxation, including Capital Gains Tax, Inheritance Tax and Income Tax
• In-depth understanding of pensions and estate planning
• Experience using standardised tools, templates, and research frameworks
• Proven ability to manage workload independently and deliver high-quality outputs consistently

Core Responsibilities:

• Prepare high-quality, client-focused financial planning reports and recommendations
• Produce cashflow models to support long-term client objectives
• Conduct technical research to support advice and client reviews
• Support client meetings, including preparation of documentation and meeting notes
• Assist with ongoing client servicing, including annual reviews
• Manage your own workflow, ensuring deadlines and quality standards are met
• Work closely with Financial Planners and colleagues to support team objectives
• Identify and suggest improvements to processes, tools, and templates
• Maintain strong internal relationships and contribute to a collaborative team environment
• Keep up to date with financial planning regulations and industry developments

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16466)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM