Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support high-performing Advisers with paraplanning duties in a dynamic team.
- Company: Join a reputable Financial Planning firm known for client care and tailored solutions.
- Benefits: Enjoy a good benefits package and the opportunity to work in a forward-thinking environment.
- Why this job: Be part of a fun team that values technical knowledge and excellent customer service.
- Qualifications: Financial qualifications required; striving for Paraplanning certificate or Level 4 Diploma.
- Other info: Positions available in Edinburgh, Glasgow, Aberdeen, or Perth.
The predicted salary is between 36000 - 60000 £ per year.
The Role
Our client is seeking a Paraplanner for this critical role, working and supporting high-performing Advisers as part of a growing support team. You will perform all the expected paraplanner duties within a fun and dynamic team. Based in Edinburgh, Glasgow, Aberdeen or Perth.
The Business
Our client is a reputable Financial Planning firm where the whole team takes pride in their work, placing high levels of emphasis on client care and providing tailored solutions. They have long-standing relationships with many clients and an excellent client-retention rate. The firm has grown consistently over the last few years and is forward-thinking, embracing technology and taking pride in the technical knowledge that their team provides, along with high levels of customer service.
Responsibilities
- Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk.
- Compile investment, pension and protection illustrations, projections and associated documentation.
- Prepare suitability reports and client service agreement letters and assist in checking valuations.
- Ensure client files comply with both FCA regulations and internal policy and procedure.
Overall, this is a full Paraplanner role within an IFA environment.
Requirements
- Have secured a number of financial qualifications and are striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning.
- Have previous experience of working as a Paraplanner.
- Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries.
Benefits
Good benefits package.
Paraplanner - Scotland in Edinburgh employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Scotland in Edinburgh
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance standards, particularly those set by the FCA. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Showcase your technical skills by staying updated on the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and align with the firm's forward-thinking approach.
✨Tip Number 4
Prepare for the interview by practising common Paraplanner scenarios, such as how to handle client queries or prepare suitability reports. This will help you articulate your experience and problem-solving skills effectively.
We think you need these skills to ace Paraplanner - Scotland in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your financial qualifications, previous roles, and any specific skills that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client care. Mention how your background and skills make you a great fit for the role and the company’s values.
Highlight Relevant Experience: In your application, emphasise your experience with investment portfolio analysis, suitability reports, and compliance with FCA regulations. Use specific examples to demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at The Progress Shed
✨Know Your Financial Qualifications
Make sure you can confidently discuss your financial qualifications and how they relate to the role of a Paraplanner. Be prepared to explain how your knowledge can benefit the Advisers and enhance client care.
✨Demonstrate Technical Knowledge
Since the firm prides itself on technical knowledge, be ready to showcase your understanding of investment portfolio analysis, asset allocation, and compliance with FCA regulations. Use specific examples from your previous experience to illustrate your expertise.
✨Emphasise Client Care
Highlight your commitment to client care during the interview. Discuss how you have previously built relationships with clients and provided tailored solutions, as this aligns with the firm's values and reputation.
✨Show Enthusiasm for Technology
As a forward-thinking firm that embraces technology, express your enthusiasm for using tech in financial planning. Share any relevant experiences where you've successfully utilised technology to improve processes or client interactions.
