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- Tasks: Assist Financial Advisers with client support, research, and drafting reports.
- Company: Join a leading Financial Advice Company in Glasgow with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent benefits including study support.
- Why this job: Grow your career in a fast-paced environment while supporting high-net-worth clients.
- Qualifications: Must be on the path to Level 4 Diploma or equivalent with paraplanning experience.
- Other info: Support for future qualifications provided to enhance your skills.
The predicted salary is between 33600 - 50400 £ per year.
Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in a well-established office supporting Financial Advisers. You will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.
This is an excellent opportunity for a responsible, self-motivated, well-organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis
- Prepare, research and produce annual reviews, including for Drawdown Pensions
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc.
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary up to £42k
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Enroute to Level 4 Diploma (Dip PFS) or equivalent
- Paraplanning experience
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you:
- Start every journey with a conversation to find out about you in depth
- Provide honest feedback on where you fit in the jobs market
- Use our network across the financial world to match you to your perfect position
- Take a holistic mindfulness approach – career happiness is rarely just about the money
- Cover the whole of the UK with a local touch through our regional teams
- Never pester you
Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific compliance procedures and regulations relevant to the role of a paraplanner. This knowledge will not only boost your confidence but also demonstrate your commitment to the profession during interviews.
✨Tip Number 3
Stay updated on the latest financial products and market trends. Being well-informed will allow you to engage in meaningful conversations with interviewers and show that you are proactive about your professional development.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle real-life scenarios that a paraplanner might face. This could include discussing how you would approach drafting a recommendation report or analysing a client's investment portfolio.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as your progress towards the Level 4 Diploma. Use specific examples of your work that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry and your passion for supporting Financial Advisers. Mention how your skills and experiences make you a great fit for the role.
Highlight IT Skills: Since good IT skills are essential for this role, be sure to mention any relevant software or tools you are proficient in. This could include financial analysis software or CRM systems.
Showcase Compliance Knowledge: Demonstrate your understanding of compliance procedures in your application. You can mention any previous experience you have had with compliance in financial services, as this is crucial for the role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss specific examples of how you've researched and analysed these products in your previous roles.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in the financial services industry, brush up on the latest regulations and procedures. Be ready to explain how you ensure compliance in your work and provide examples of how you've navigated compliance challenges.
✨Showcase Your IT Skills
As a paraplanner, you'll need strong IT skills. Familiarise yourself with the software and tools commonly used in the industry. During the interview, mention any specific systems you've used and how they helped you in your previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to draft recommendation reports or analyse client portfolios, and be ready to discuss your thought process and outcomes.
