Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as an IFA Paraplanner, focusing on report writing and client research.
- Company: JohnstonGreer is a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary, exam support, and a collaborative work environment.
- Why this job: Make a real impact by helping clients with their financial planning needs.
- Qualifications: Experience in report writing within an IFA environment is essential.
- Other info: Contact Chris Johnston for more details or to apply directly.
The predicted salary is between 24000 - 28000 £ per year.
Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.
Paraplanning duties will include:
- Report writing (template driven and bespoke)
- Working closely with the Financial Planner
- Liaising with other team members regarding research and valuations
- Fund and product research
- Compliance
- Database work
- Good level of client contact
- Utilisation of platforms and research tools
You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
IFA Paraplanner - Dundee employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner - Dundee
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description. Understanding investments, protection, tax, and retirement planning will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your report writing skills, especially in a template-driven context. Being able to demonstrate your ability to produce high-quality reports will set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those who work as paraplanners or financial advisors. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your experience with compliance and database work, as these are crucial aspects of the role. Highlight any relevant tools or platforms you've used in previous positions to show your readiness for the job.
We think you need these skills to ace IFA Paraplanner - Dundee
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an IFA Paraplanner. Familiarise yourself with report writing, compliance, and the specific financial advice areas mentioned in the job description.
Tailor Your CV: Highlight your experience in report writing and any relevant paraplanning roles. Make sure to include specific examples of your work with private clients and your familiarity with financial products and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services sector. Mention your experience in liaising with financial planners and your ability to conduct thorough research, as these are key aspects of the job.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at JohnstonGreer Ltd
✨Showcase Your Report Writing Skills
Since the role heavily involves report writing, be prepared to discuss your experience in this area. Bring examples of reports you've written, and be ready to explain your process for creating both template-driven and bespoke reports.
✨Demonstrate Technical Knowledge
Familiarise yourself with the key areas of financial advice mentioned in the job description, such as investments, protection, tax, and retirement planning. Be ready to discuss how you have applied this knowledge in previous roles.
✨Highlight Team Collaboration
The position requires working closely with Financial Planners and other team members. Prepare examples of how you've successfully collaborated in a team environment, particularly in relation to research and compliance.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the company's approach to paraplanning, their use of research tools, and how they support ongoing professional development, including exam support.
