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- Tasks: Support advisers, write suitability reports, and mentor junior team members.
- Company: Leading wealth management firm in Glasgow with a dynamic environment.
- Benefits: Competitive benefits and excellent growth opportunities.
- Why this job: Join a reputable firm and make a real impact in wealth management.
- Qualifications: Experience as an IFA administrator or paraplanner; diploma preferred.
- Other info: Dynamic work culture with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in Glasgow is seeking a highly experienced IFA administrator or paraplanner. This role involves supporting advisers, writing suitability reports, and mentoring junior team members.
Ideal candidates should have a diploma or be working towards one, along with experience in platforms like Avelo. The firm offers competitive benefits and growth opportunities in a dynamic environment.
Senior IFA Administrator & Paraplanner — Wealth Management in Glasgow employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator & Paraplanner — Wealth Management in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know about openings at firms like the one you're eyeing. A personal recommendation can really give you an edge.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of platforms like Avelo and the latest trends in wealth management. We want you to show off your expertise and how you can support advisers effectively!
✨Tip Number 3
Don’t just focus on your qualifications; highlight your mentoring experience too! If you've helped junior team members grow, make sure to share those stories during interviews. It shows you're a team player and ready to contribute to the firm's culture.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior IFA Administrator & Paraplanner — Wealth Management in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA administrator or paraplanner. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in writing suitability reports and using platforms like Avelo.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your diploma progress and any mentoring experience you have, as we value those qualities highly.
Showcase Your Team Spirit: We love a collaborative environment, so if you’ve got experience supporting advisers or mentoring junior team members, make sure to highlight that in your application. We’re looking for someone who can contribute to our dynamic team culture!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific duties of an IFA administrator or paraplanner. Familiarise yourself with writing suitability reports and the platforms mentioned, like Avelo. This will show that you're not just a good fit but also genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail, especially any mentoring roles you've had. Think of specific examples where you've supported advisers or helped junior team members grow. This will highlight your leadership skills and ability to contribute to the team's success.
✨Ask Insightful Questions
Come prepared with questions that demonstrate your interest in the firm and the role. Ask about their approach to professional development or how they support their advisers. This shows that you're thinking long-term and are keen to grow within the company.
✨Dress the Part
Even if the firm has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression. Remember, you want to convey that you take the opportunity seriously!
