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- Tasks: Join a dynamic team to provide expert financial planning support and create impactful client reports.
- Company: A leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Up to £45k salary, excellent benefits, and support for Chartered status.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Diploma qualified Paraplanner with strong report writing and IT skills.
- Other info: Remote work opportunity with a focus on professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner / Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status.
The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated.
As our Paraplanner / Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Paraplanner / Financial Planning Analyst requirements:
- You should be Diploma qualified and experienced Paraplanner with great report writing skills.
- You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning.
- You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
- You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc).
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Locations
Paraplanner in Edinburgh, Scotland employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Edinburgh, Scotland
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at SJP. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss various financial planning solutions confidently. We want to see that you can handle those tricky questions about investments and retirement plans!
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work or create a mock report that highlights your attention to detail. This will demonstrate your ability to produce meaningful client reports, which is key for a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job as a Paraplanner.
We think you need these skills to ace Paraplanner in Edinburgh, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with financial planning solutions and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills: Since this role involves a lot of technical expertise, make sure to mention your familiarity with research systems like Analytics and Voyant. We want to know how you can hit the ground running!
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application. Just follow the prompts and tick that Privacy Policy box – we can't wait to hear from you!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Planning Solutions
Make sure you brush up on your knowledge of various financial planning solutions, including investment, retirement, tax, and estate planning. Being able to discuss these topics confidently will show the interviewers that you're well-prepared and understand the role.
✨Showcase Your Report Writing Skills
Since great report writing skills are a must for this position, prepare a few examples of your previous work. Be ready to discuss how you approach writing client reports and what steps you take to ensure they are detailed and meaningful.
✨Familiarise Yourself with Research Systems
Get comfortable with major research systems like Analytics and Voyant before the interview. If you can demonstrate your proficiency with these tools, it will give you an edge and show that you're ready to hit the ground running.
✨Prepare for Technical Queries
Anticipate technical questions related to the advice process and be prepared to provide thoughtful answers. Think about common challenges in paraplanning and how you would address them, as this will highlight your problem-solving skills and expertise.