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For Companies At a Glance
- Tasks: Support advisers by writing reports, conducting research, and mentoring junior team members.
- Company: Join a leading wealth management firm with a strong UK presence and growth opportunities.
- Benefits: Enjoy competitive pay, a comprehensive benefits package, and career development prospects.
- Why this job: Be part of a dynamic team in a fast-paced environment with a focus on personal growth.
- Qualifications: Experience as an IFA administrator or paraplanner; diploma qualification preferred.
- Other info: Multiple roles available for various experience levels; apply now for this exciting opportunity!
The predicted salary is between 36000 - 60000 £ per year.
Overview
My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team, providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth management with scope for progression in the years to come. There are a number of roles available for various levels of individuals brought on board. Whether you are a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.
Responsibilities
- Experience of writing suitability reports, research on behalf of advisers
- Diploma qualification or progress towards
- Experienced in platforms – including Avelo, WRAP platforms etc
- Ability to review client portfolios and research risk involved with each client
- Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
- Fund analysis, product comparison, analysis and charges analysis
- Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment
Application and Benefits
To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion. An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.
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Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Senior Technical IFA administrator
✨Tip Number 1
Familiarise yourself with the specific platforms mentioned in the job description, such as Avelo and WRAP. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your skills in writing suitability reports and conducting fund analysis. Being able to showcase your expertise in these areas during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience in mentoring or leading junior team members. Highlighting your ability to develop others will resonate well with the company's focus on teamwork and progression.
✨Tip Number 4
Practice articulating complex financial concepts clearly and concisely. Since you'll be communicating with both advisers and high-net-worth individuals, strong communication skills are essential for success in this role.
We think you need these skills to ace Paraplanner, Senior Technical IFA administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA administrator or paraplanner. Emphasise your diploma qualification, any relevant platforms you've worked with, and your ability to write suitability reports.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as fund analysis and mentoring junior team members.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in previous roles. Include examples of how you've successfully interacted with advisers and high-net-worth individuals, as well as any experience in creating documentation packs.
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 wealth management sector.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a paraplanner or IFA administrator, it's crucial to demonstrate your understanding of financial products and platforms. Be prepared to discuss your experience with Avelo, WRAP platforms, and how you've used them in previous roles.
✨Prepare for Suitability Reports
Since writing suitability reports is a key part of the role, practice explaining your process for creating these documents. Highlight any specific examples where your reports have positively impacted client decisions.
✨Demonstrate Leadership Skills
The role involves mentoring junior team members, so be ready to share experiences where you've led or supported others. Discuss how you approach team dynamics and foster a collaborative environment.
✨Communicate Clearly and Confidently
You'll need to interact with high-net-worth individuals and advisers, so practice articulating your findings and recommendations clearly. Consider role-playing scenarios to enhance your communication skills before the interview.
