Paraplanner
Charles StanleyCity of Edinburgh, Scotland, United Kingdom
Posted October 17, 2025
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
The Paraplanner role supports Financial Planning Advisors by providing comprehensive technical support, client reports, and data management. This involves maintaining strong client relationships, adhering to compliance regulations, and assisting in the annual review process. The Paraplanner's key responsibilities include client communication, data management, process development, and ensuring high standards of professional conduct.
Requirements
- Prepare and deliver client reports and annual reviews.
- Gather, record, and maintain client data using Intelligent Office.
- Provide relevant information for annual review processes.
- Communicate effectively with clients and third parties.
- Collaborate with administrative support.
- Manage and prioritise personal workflow.
