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- Tasks: Support financial advisers with research, report writing, and client meetings.
- Company: Join a leading financial planning firm known for its dynamic culture and growth.
- Benefits: Enjoy flexible working arrangements and career development opportunities.
- Why this job: Be part of a supportive team that values your input and fosters personal growth.
- Qualifications: Minimum 2 years in financial planning; diploma preferred but enthusiasm is key.
- Other info: This is a rare chance to make a real impact in a thriving company.
The predicted salary is between 36000 - 60000 £ per year.
Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services.
The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies\’ direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
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Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance standards, especially those set by the FCA. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current paraplanners or financial advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with technical research and report writing. Be ready to share specific examples of how you've supported financial advisers in the past, as this will highlight your suitability for the position.
✨Tip Number 4
Showcase your interpersonal skills during any interactions with the company. Since communication is key in this role, practice articulating your thoughts clearly and engagingly, which will help you fit into their warm and dynamic office culture.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the paraplanner position. Tailor your application to highlight how your skills and experience align with these aspects.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning or wealth management. Mention specific examples of how you've supported financial advisers and any relevant technical skills you possess.
Showcase Communication Skills: Since communication and interpersonal skills are crucial for this role, provide examples in your application that demonstrate your ability to interact effectively with clients and colleagues. This could include experiences from previous roles or projects.
Express Your Career Goals: Mention your career aspirations in your cover letter, especially if you're looking for growth opportunities within the company. This shows your enthusiasm for professional development and aligns with their focus on career pathways.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with cashflow modelling, pensions, and investment strategies. Highlight any relevant qualifications or coursework that supports your expertise.
✨Emphasise Communication Skills
Given the importance of client interaction in this role, it's crucial to showcase your interpersonal skills. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past.
✨Demonstrate Team Fit
This company values a warm and dynamic office culture. During the interview, express your enthusiasm for teamwork and collaboration. Share experiences where you've contributed positively to a team environment or supported colleagues in their development.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of scenarios where you had to provide technical support to advisers or handle client queries, and be ready to explain your thought process and outcomes.
