AC Wealth is one of the largest independent financial planning firms in Scotland, providing comprehensive financial planning services to private clients and businesses across the UK. With trust and integrity as core values, the team remains committed to delivering independent, client-focused advice. The company’s goal is to help clients achieve their life aspirations while confidently managing their present and future financial needs.

We offer a progressive, supportive and rewarding environment for the best financial advice talent in the country. Our success has been built on providing a level of service that is second to none, and we can only maintain that by attracting and retaining the very best people. We’re fully committed to supporting our people through their career progression and providing excellent opportunities for self-development.

This hybrid role has the option to be based in our main offices of Aberdeen, Perth, Stirling, Glasgow or Edinburgh. As a Paraplanner, you will be responsible for assisting financial planners with client reports, conducting research on financial products, preparing analytical insights, and ensuring compliance with relevant regulations. The role includes evaluating investment strategies, creating tailored financial plans, and providing administrative support to ensure smooth client service delivery.

Other Key Responsibilities

• Management of existing clients in accordance with the firm’s procedures
• Submit new business with providers
• Client contact and updates
• Completing initial information gathering and analysis on existing products
• Provide research on annuity and protection providers
• Preparing suitability reports to cover all recommendations
• Ensuring the advice file is to a high compliance standard
• Reviewing client documents
• Gathering illustrations, fund factsheets and Key Features Documents
• Attend client meetings, where required
• Cash flow planning
• Tax calculations

Requirements

Relevant qualification, experience, skills and knowledge

We expect an individual performing this role to have the following:

• Be working towards completion of the Level 4 diploma (or equivalent)
• Previous experience as a trainee paraplanner or paraplanner
• Good written and communication skills
• Strong skills in Financial Planning and Investments
• Proficiency in Analytical Skills and Finance
• Experience in Report Writing and developing accurate, clear documentation
• Excellent organisational and time management abilities
• Strong knowledge of compliance and regulatory requirements in the financial industry
• Ability to work collaboratively and communicate effectively with financial advisors and clients

How to apply

E-mail: info@acwealth.co.uk