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For Companies At a Glance
- Tasks: Conduct research and analyse client finances to support financial advisers.
- Company: Join a leading wealth management firm focused on client success and growth.
- Benefits: Enjoy hybrid working, professional development support, and generous holiday entitlement.
- Why this job: This role offers career progression in a supportive environment with a strong team culture.
- Qualifications: Experience in Paraplanning and CII Level 4 Diploma (or equivalent) required.
- Other info: We're hiring 8 Paraplanners across the UK, perfect for those seeking new opportunities.
The predicted salary is between 24000 - 35000 £ per year.
We’re working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Glasgow.
As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available.
The Role
You’ll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process.
What We’re Looking For
- Minimum 3 years’ experience in a paraplanning or technical support role
- Level 4 Diploma qualified (Chartered status is a bonus but not essential)
- Strong report writing, research, and analytical skills
- Comfortable working across multiple platforms and systems
- Able to work independently and manage deadlines confidently
Working Model
- Hybrid setup – typically 3 days in the office, with flexibility for remote working depending on experience and team needs
- Supportive, forward-thinking culture with scope to grow as the team expands
Package
- Up to £45,000 basic salary (flexible for exceptional candidates)
- Benefits package and career development opportunities within a national firm
If you’re an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit.
Let me know if you’d like to discuss the opportunity further or be considered.
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Paraplanner employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you successfully supported advisers in the past. This will showcase your practical experience and problem-solving skills, which are crucial for a Paraplanner.
✨Tip Number 4
Research the company’s values and culture before your interview. Understanding their approach to client service and team collaboration will help you align your answers with what they’re looking for in a candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks such as conducting research on financial products and producing recommendation reports.
Tailor Your CV: Highlight your relevant experience in a Paraplanning role, especially within an IFA or wealth management environment. Emphasise your technical skills and any qualifications like the CII Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering high-quality support. Mention specific examples of how you've successfully assisted advisers in the past.
Proofread Your Application: Ensure that your application is free from errors. A well-written application reflects your attention to detail, which is crucial in the Paraplanning role. Consider asking someone else to review it before submission.
How to prepare for a job interview at Eden Rose
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your strong technical background. Be prepared to discuss specific financial planning products like pensions, investments, and protection solutions. Highlight any relevant experience you've had in these areas during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your analytical skills and ability to produce compliant reports. Prepare examples of how you've conducted research or analysed client circumstances in previous roles. This will show your capability to handle real-life situations effectively.
✨Communicate Clearly and Confidently
Excellent written and verbal communication skills are essential for this role. Practice articulating your thoughts clearly, especially when discussing complex financial concepts. This will help you convey your ideas effectively to both the interviewers and potential clients.
✨Demonstrate Your Commitment to Professional Development
Mention any ongoing studies towards the CII Level 4 Diploma or other relevant qualifications. Showing your dedication to continuous learning and professional growth will resonate well with the interviewers, as they value candidates who are eager to develop their skills.
