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- Tasks: Join us as a Paraplanner, handling report writing, research, and client relationships.
- Company: JohnstonGreer is a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary, hybrid work options, and professional development opportunities.
- Why this job: Be part of a dynamic team, making a real impact on high-net-worth clients' financial futures.
- Qualifications: Must be a skilled, qualified Paraplanner with experience in a collaborative environment.
- Other info: This role offers a chance to work on complex financial planning projects.
The predicted salary is between 38000 - 42000 £ per year.
Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments, with some highly specialist and complex work.
Due to your high level of experience in paraplanning and excellent initial training, you will quickly be responsible for:
- report writing (template and bespoke)
- research
- cultivating relationships with clients
- acting as a main point of contact
- input to the formulation of advice
You will be a skilled, technical, and qualified Paraplanner comfortable working as part of a smaller team within a larger professional practice. You can work hybrid or full-time in the office.
Paraplanner - Dunfermline employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Dunfermline
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as Paraplanners or in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in paraplanning.
✨Tip Number 2
Familiarise yourself with the specific financial planning tools and software commonly used in the industry. Being proficient in these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your experience with complex financial scenarios during interviews. Highlight specific cases where you've successfully navigated intricate financial planning challenges, as this will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research the company culture and values of the regional wealth manager you're applying to. Tailor your conversations to reflect how your personal values align with theirs, which can help you stand out as a candidate who fits well within their team.
We think you need these skills to ace Paraplanner - Dunfermline
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, particularly any work with high-net-worth clients. Emphasise your skills in report writing and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial planning sector. Mention specific examples of how you've contributed to previous teams and your approach to complex financial advice.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications you hold in financial services. This will demonstrate your technical expertise and commitment to the profession.
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 paraplanning role.
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your technical knowledge during the interview. Brush up on financial planning concepts, especially around retirement and investments, as well as any niche areas relevant to the role.
✨Showcase Your Report Writing Skills
Since report writing is a key responsibility, be prepared to discuss your experience with both template and bespoke reports. Consider bringing examples of your work to illustrate your capabilities.
✨Emphasise Relationship Building
Cultivating relationships with clients is crucial in this role. Be ready to share examples of how you've successfully built rapport with clients in the past and how you plan to do so in this position.
✨Demonstrate Team Collaboration
This role involves working within a smaller team, so highlight your ability to collaborate effectively. Share experiences where you've contributed to team success and how you handle working closely with others.
