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- Tasks: Support financial advisers with research and report writing while engaging with clients.
- Company: Leading financial planning company in Glasgow with a hybrid work model.
- Benefits: Excellent career development opportunities and a supportive team culture.
- Why this job: Join a dynamic team and grow your skills in financial planning.
- Qualifications: At least 2 years of experience in financial planning and strong communication skills.
- Other info: Perfect for those looking to make a real impact in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning company in Glasgow is seeking a paraplanner or senior paraplanner team leader to join their hybrid work model. The role involves supporting financial advisers with research and report writing while interacting with clients.
Candidates should have at least 2 years of experience in financial planning and strong communication skills. This position offers excellent career development opportunities and a supportive team culture tailored towards personal growth.
Senior Paraplanner & Financial Planning Lead (Hybrid) in Glasgow employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner & Financial Planning Lead (Hybrid) in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and communication skills. We all know how important it is to articulate your thoughts clearly, especially when discussing complex financial concepts with clients.
✨Tip Number 3
Showcase your experience! When you get the chance to speak about your past roles, highlight specific examples where you've supported advisers or interacted with clients. This will demonstrate your hands-on experience and fit for the role.
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Senior Paraplanner & Financial Planning Lead (Hybrid) in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant skills. We want to see how your background aligns with the role of a Senior Paraplanner, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our supportive team culture. Keep it personal and engaging – we love a good story!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Whether it’s through clear writing or by sharing examples of client interactions, let us see how you connect with others.
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eden Scott
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss recent trends in the industry, as well as any relevant regulations. This will show that you're not just experienced but also passionate about the field.
✨Showcase Your Communication Skills
Since strong communication is key for this role, prepare examples of how you've effectively communicated complex financial concepts to clients or colleagues. Practising these scenarios can help you articulate your thoughts clearly during the interview.
✨Research the Company Culture
Dive into the company’s values and culture before the interview. Understanding their approach to personal growth and team support will allow you to tailor your answers to align with what they’re looking for in a candidate.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, career development opportunities, 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.
