Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers by writing reports, handling client queries, and conducting market research.
- Company: Join a reputable organisation with a strong presence across Scotland.
- Benefits: Enjoy an excellent salary, bonuses, and support for further qualifications.
- Why this job: Be part of a dynamic team focused on exceeding client expectations and personal growth.
- Qualifications: Experience as a Paraplanner in an IFA environment is essential; diploma not required but encouraged.
- Other info: Opportunity to work in a supportive team and discuss other similar roles.
The predicted salary is between 36000 - 60000 £ per year.
My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office.
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating \”reasons why\” letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Senior IFA Administrator
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or IFAs. Attend local events or join online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the financial advisory sector. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported advisers in previous roles. Highlight your experience in writing reports and conducting market research, as these are key aspects of the job.
✨Tip Number 4
Reach out to current or former employees of the company on platforms like LinkedIn. They can provide insights into the interview process and what the company values in a candidate, giving you an edge in your application.
We think you need these skills to ace Paraplanner, Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner and any relevant work within an IFA environment. Emphasise your technical skills, report writing abilities, and any market research you have conducted.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you've exceeded client expectations in the past and how you can contribute to the company's growth.
Highlight Relevant Qualifications: Even though you don't need to be diploma qualified, mention any relevant qualifications or exams you are working towards. This shows your commitment to professional development and aligns with the company's support for further exams.
Follow Up: After submitting your application, consider following up with a polite email expressing your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Eden Scott
✨Know Your Technical Stuff
As a Paraplanner, you'll be expected to have a solid understanding of financial products and regulations. Brush up on your technical knowledge and be prepared to discuss how you've applied this in previous roles.
✨Showcase Your Report Writing Skills
Since a significant part of the role involves writing reports and 'reasons why' letters, be ready to talk about your experience in this area. You might even want to bring a sample report to demonstrate your writing style and attention to detail.
✨Demonstrate Your Client Focus
The company values exceeding client expectations, so think of examples where you've gone above and beyond for clients. Be prepared to discuss how you handle client queries and ensure their needs are met.
✨Express Your Commitment to Professional Development
Mention your willingness to work towards diploma qualifications or any other professional development goals. This shows that you're serious about your career and eager to grow within the company.
