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About the Role

This role provides technical, research, and report-writing support to financial planners, focusing on creating clear, accurate, and compliant client recommendations. It involves owning the research, analysis, and suitability documentation, as well as managing case administration for smooth implementation and audit-ready client files. This is a non-advising position centered on quality, compliance, and client care.

Responsibilities

Prepare clear, accurate, and compliant suitability reports and recommendation letters tailored to client circumstances.
Ensure all documentation meets FCA requirements, Consumer Duty expectations, and internal standards.
Maintain and improve report templates, wording, and house style.
Research products, funds, wrappers, and providers across pensions, investments, protection, and tax planning.
Analyze existing client arrangements and produce comparisons, cost analyses, and switching/consolidation assessments.
Provide technical insight and commentary to advisers to support client recommendations.
Build cashflow models and scenario analyses for retirement, income, and estate-planning discussions.
Prepare pre-meeting packs, valuations, and supporting analysis for client reviews.
Ensure recommendations are suitable, evidenced, and aligned with regulatory and internal standards.
Keep up-to-date with regulatory, product, and tax developments.
Process new business, submit applications, and track cases to completion.
Liaise with product providers and platforms to obtain information and resolve queries.
Maintain accurate and up-to-date client records on the back-office system.
Support advisers with client correspondence, review scheduling, and general servicing tasks.
Collaborate with advisers, administrators, and compliance for a smooth client experience.
Contribute to process improvements and template development.
Mentor junior or administrative colleagues where appropriate.

Requirements

Level 4 Diploma in Regulated Financial Planning, or substantial progress towards it.
Previous paraplanning or strong financial planning administration experience within a UK regulated advice firm.
Sound technical knowledge of pensions, investments, protection, and tax planning.
Excellent written communication and report-writing skills with strong attention to detail.
Proficiency in Microsoft Word and Excel, back-office systems, and financial planning/cashflow software.
Well organized, able to manage a caseload and balance report writing with case administration to deadlines.
Working towards, or holding, Chartered or advanced qualifications.
Experience with platforms and back-office systems such as Intelligent Office.
Experience with cashflow tools such as Voyant or CashCalc.
Exposure to Consumer Duty implementation and file-review/suitability processes.
Technical accuracy.
Belief that technology can improve the customer journey.
Clear written communication.
Attention to detail.
Organisation and case management.
Regulatory awareness.
Team collaboration.
Genuine alignment to Nine Edge's values and client-first culture.

Skills

Report writing
Suitability documentation
Technical research
Financial analysis
Cashflow modelling
Compliance management
Case administration
Client servicing
Microsoft Word
Microsoft Excel
Back-office systems
Financial planning software
Cashflow software
Communication
Attention to detail
Organization
Case management
Regulatory awareness
Team collaboration

Location

Edinburgh office

Work Type

Full-time
Permanent
Hybrid working

Experience Level

Previous paraplanning or strong financial planning administration experience

Education Level

Level 4 Diploma in Regulated Financial Planning
Chartered or advanced qualifications

Salary/Compensations

Discretionary bonus: Performance-related, based on quality of work, case turnaround and firm performance
Study support: Funding and study leave towards Diploma / Chartered qualifications and exams

Benefits

Discretionary bonus
Study support

About the Company

Nine Edge Wealth is redefining financial planning by combining human connection with innovative technology to deliver first-class, compliant advice.
Their mission is to raise the bar for financial advice, using technology to remove bias, cut through complexity, and deliver faster advice.
The company operates on four principles: Accessible, Transparent, Innovative, and Trusted.
This role is foundational in building a modern, scalable advice business and shaping its operational backbone.
Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA).
Regulated financial advice is provided by appointed representatives within the Nine Edge group.