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Financial Paraplanner Lead
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Job Title: Lead Paraplanner

Location: Dundee

Type: Full-Time

About Us:My client area prestigious financial planning firm in Scotland, known for delivering exceptional, personalised financial advice and solutions to our high-net-worth clients.

Job Summary: We are seeking an experienced and dynamic Lead Paraplanner to join our team. The ideal candidate will oversee the paraplanning team, support financial planners, and ensure the delivery of high-quality financial plans and reports. This role requires a deep understanding of financial products, excellent analytical skills, and strong leadership capabilities.

Key Responsibilities:

  • Lead and manage the paraplanning team, providing guidance and support.
  • Collaborate with financial planners to develop comprehensive financial plans for clients.
  • Conduct in-depth research on financial products and strategies.
  • Prepare detailed reports, charts, and presentations for client meetings.
  • Review and ensure the accuracy of financial plans and documentation.
  • Stay up-to-date with regulatory requirements and ensure compliance.
  • Mentor and train junior paraplanners.
  • Foster a culture of continuous improvement and excellence within the team.

Preferred Qualifications:

  • Proven experience as a paraplanner, with leadership responsibilities.
  • Strong knowledge of financial planning principles and products.
  • Excellent analytical, organisational, and communication skills.
  • Proficiency in financial planning software and CRM systems.
  • Relevant financial planning certifications (e.g., CFP®, Diploma in Financial Planning).

What We Offer:

  • Competitive salary and comprehensive benefits package.
  • Opportunities for professional development and career progression.
  • A collaborative and supportive work environment.
  • The chance to work with a leading financial planning firm and prestigious clients.

How to Apply: Please send your resume and a cover letter to with the subject line “Lead Paraplanner Application'

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