At a Glance
- Tasks: Support advisers by preparing client files and conducting financial research.
- Company: Established Chartered Financial Adviser firm with a supportive culture.
- Benefits: Study support, exam costs covered, and opportunities for professional development.
- Other info: Hybrid work model with excellent career progression opportunities.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and strong written communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Due to continued growth, a well-established Chartered Financial Adviser firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a detail‑focused individual who enjoys supporting advisers and playing a key role in delivering high‑quality financial planning, working on a hybrid work basis.
Key Responsibilities
- Preparing client files and maintaining accurate electronic records
- Supporting advisers with pre‑meeting preparation and, where appropriate, attending meetings
- Conducting financial research and analysis to support advice delivery
- Producing suitability reports, review documentation, and client correspondence
- Creating illustrations, cash‑flow modelling, and product comparisons
- Assisting with portfolio reviews, including risk profiling and asset allocation analysis
- Working collaboratively with administration colleagues to ensure smooth processing of paperwork and communications
- Identifying planning opportunities within existing client arrangements (such as investments, pensions, or tax‑efficient wrappers)
- Ensuring all work complies with FCA requirements and internal compliance procedures
Experience & Qualifications
- Previous experience in a paraplanning or technical support role within financial planning
- Holding, or actively working towards, CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Strong written skills with the ability to produce clear, professional client reports
- High attention to detail and strong organisational skills
- A collaborative approach and the confidence to work with advisers and support teams
Benefits
- Study support and exam costs are available in line with company policy, along with ongoing encouragement of continuous professional development
- The firm offers a supportive, professional environment with opportunities to develop technical expertise and progress alongside a growing advice practice
Paraplanner in Dundee employer: Eden Scott
Join a well-established Chartered Financial Adviser firm that values detail-oriented professionals and offers a supportive, collaborative work culture. With opportunities for continuous professional development and study support, this role as a Paraplanner not only allows you to enhance your technical expertise but also positions you within a growing team dedicated to delivering high-quality financial planning. Enjoy the flexibility of hybrid working while contributing to meaningful client outcomes in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Dundee
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of compliance requirements. We recommend practising common interview questions with a friend or mentor to boost your confidence and ensure you can articulate your skills clearly.
✨Tip Number 3
Showcase your attention to detail! During interviews, be ready to discuss specific examples of how you've maintained accurate records or produced high-quality reports. This will demonstrate your fit for the role and your commitment to delivering top-notch financial planning support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Paraplanner in Dundee
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and any qualifications you have, like the CII Level 4 Diploma. We want to see how you fit into our team!
Show Off Your Writing Skills:Since strong written skills are key for this role, ensure your application is clear and professional. Use concise language and structure your documents well. This is your chance to demonstrate your ability to produce client reports!
Be Detail-Oriented:Pay attention to the details in your application. Double-check for any typos or formatting issues. We value high attention to detail, so showing that you can present a polished application will set you apart from the crowd.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around paraplanning. Familiarise yourself with the latest FCA regulations and be ready to discuss how you've applied your technical skills in previous roles.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples of how you've maintained accurate records or produced clear client reports. Highlight any processes you've implemented to ensure compliance and accuracy in your work.
✨Be Collaborative
This role involves working closely with advisers and administration teams. Be prepared to discuss how you've successfully collaborated in the past. Share specific instances where your teamwork led to improved outcomes for clients.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the firm's approach to financial planning and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
