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- Tasks: Join a dynamic team as a Paraplanner, crafting tailored financial reports and conducting product research.
- Company: Be part of an award-winning financial planning firm based in Glasgow, known for excellence.
- Benefits: Enjoy hybrid remote work, competitive salary, full study support, bonuses, and a fantastic benefits package.
- Why this job: This role offers a chance to grow in a supportive environment while making a real impact on clients' lives.
- Qualifications: Must have a Level 4 Diploma (or nearing completion) and experience with High Net Worth clients is a plus.
- Other info: Infrequent office visits required, making it perfect for those seeking flexibility.
The predicted salary is between 38000 - 47000 £ per year.
Our client, an award winning firm of financial planners in Glasgow, are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Hybrid remote - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month).
Working closely with the advisers, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
The Person:
- Level 4 Diploma (or close to completion) (essential)
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a basic salary of between £38,000 and £47,000, home working, full study support, bonuses and fantastic benefits package.
Paraplanner (hybrid remote) employer: Taylor James Professional Recruitment
Contact Detail:
Taylor James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (hybrid remote)
✨Tip Number 1
Make sure to network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current paraplanners or financial advisers. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. Being well-versed in current market trends and compliance requirements will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Prepare to discuss your experience with High Net Worth clients. Think of specific examples where you've successfully managed their needs, as this is a desirable trait for the position. Highlighting your interpersonal skills will also be beneficial.
✨Tip Number 4
Research the company thoroughly. Understand their values, mission, and the services they offer. Tailoring your conversations to align with their ethos can make a strong impression and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Paraplanner (hybrid remote)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with writing suitability letters and conducting product research, as these are key aspects of the job.
Tailor Your CV: Highlight your relevant experience in financial planning and any qualifications, especially your Level 4 Diploma. Make sure to emphasise your experience with High Net Worth clients, as this is desirable for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the position and how your skills align with the company's needs. Mention your reliability, diligence, and strong knowledge of financial planning to stand out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial sector.
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the key financial products relevant to the role. Be prepared to discuss your knowledge and experience with these products, as well as how they can be tailored to meet the needs of High Net Worth clients.
✨Showcase Your Suitability Letter Skills
Since writing high-quality suitability letters is a key responsibility, practice discussing your approach to crafting these documents. Highlight any previous experience you have in this area and be ready to provide examples of how you've tailored letters based on client consultations.
✨Demonstrate Your Research Abilities
The role requires extensive product research, so be prepared to talk about your research methods. Discuss how you stay updated on financial products and how you ensure your recommendations are compliant and suitable for clients.
✨Emphasise Your Professionalism
As the position involves dealing with High Net Worth clients, it's crucial to convey your professionalism and reliability. Share examples of how you've maintained a high standard of service in previous roles and how you build trust with clients.
