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- Tasks: Join a close-knit team to provide investment analysis and create detailed reports for high net worth clients.
- Company: Be part of an award-winning practice in Glasgow, specializing in wealth management.
- Benefits: Enjoy an outstanding salary package and opportunities for career progression in a relaxed environment.
- Why this job: This role offers a chance to work closely with the Managing Director and make impactful improvements.
- Qualifications: Ideal candidates should be diploma qualified, ideally nearing Chartered status, with wealth management experience.
- Other info: Submit your details for immediate review and a chat with Alison Curran.
The predicted salary is between 43200 - 72000 £ per year.
My client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team.
A large amount of the job will be providing investment analysis along with risk profiling for the clients on their books, reviewing and creating reports on behalf of the firm. Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing across a wide range of financial services products including investments, pensions and life products also. You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business.
It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face. Excellent communication skills together with a highly attentive nature, committed to a highly technical role in paraplanning at a senior level.
The ideal candidate will be diploma qualified and ideally close to Chartered status with previous wealth management experience.
In return, you will receive an outstanding salary package along with the chance to progress your career within first class IFA and work in a relaxed, professional and niche area. Please submit your details for immediate review and to discuss with Alison Curran prior to proceeding.
The ideal candidate will be diploma qualified and ideally close to Chartered status with previous wealth management experience.
In return, you will receive an outstanding salary package along with the chance to progress your career within first class IFA and work in a relaxed, professional and niche area. Please submit your details for immediate review and to discuss with Alison Curran prior to proceeding.
Senior and Technical Paraplanner employer: Eden Scott Ltd
Contact Detail:
Eden Scott Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior and Technical Paraplanner
✨Tip Number 1
Make sure to highlight your experience in investment analysis and risk profiling during any conversations or interviews. This role requires a deep understanding of these areas, so be prepared to discuss specific examples from your past work.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in paraplanning. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Familiarize yourself with the latest trends and regulations in financial services products, particularly investments, pensions, and life products. Being knowledgeable about current market conditions will set you apart as a candidate.
✨Tip Number 4
Prepare to demonstrate your communication skills by practicing how you would explain complex financial concepts to clients. This is crucial for the role, as you'll need to liaise effectively with both clients and providers.
We think you need these skills to ace Senior and Technical Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and paraplanning. Emphasize your skills in investment analysis, risk profiling, and report writing, as these are crucial for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific experiences that demonstrate your suitability for the technical aspects of the role, such as your diploma qualifications and any progress towards Chartered status.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've successfully liaised with clients and providers. This could include instances of face-to-face meetings or effective telephone communication.
Highlight Team Collaboration: Discuss your experience working in teams, especially in a paraplanning or financial services context. Mention how you have collaborated with colleagues to improve processes or outcomes, which aligns with the company's focus on teamwork.
How to prepare for a job interview at Eden Scott Ltd
✨Showcase Your Technical Skills
Make sure to highlight your experience in investment analysis and suitability report writing. Be prepared to discuss specific examples of how you've successfully conducted research and created reports in previous roles.
✨Demonstrate Excellent Communication
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly. Prepare to share instances where your communication skills made a difference in client interactions or team collaborations.
✨Understand the Niche Market
Familiarize yourself with the high net worth individuals' market. Research trends and challenges faced by this demographic, and be ready to discuss how you can add value to the firm’s offerings in this area.
✨Prepare Questions for the Managing Director
Since you'll be working closely with the Managing Director, prepare insightful questions about the firm's strategy and areas for improvement. This shows your proactive approach and genuine interest in contributing to the company's growth.
