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- Tasks: Support financial planners with research and report preparation in a dynamic team.
- Company: Fast-growing financial services firm based in Glasgow.
- Benefits: Full training for professional qualifications, competitive salary, and career development opportunities.
- Why this job: Gain valuable experience and develop skills in the financial planning industry.
- Qualifications: Experience in Financial Services, strong analytical skills, and eagerness to learn.
- Other info: Friendly environment with opportunities for growth and support.
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott’s client is seeking a motivated Paraplanner Assistant to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.
Key Responsibilities:
- Support financial planners with research and report preparation
- Assist in preparing financial plans, reports, and investment recommendations
- Conduct analysis on pension, investment, and protection products
- Ensure compliance with industry regulations and internal procedures
- Liaise with clients and product providers to gather necessary information
- Maintain accurate records and data management
Requirements:
- Previous experience working in Financial Services in IFA Support Admin role
- Strong numerical and analytical skills
- Excellent attention to detail
- Ability to communicate complex information clearly
- Proficient in Microsoft Office, especially Excel and Word
- Eager to learn and pursue professional qualifications in financial planning (such as CII or CISI)
What We Offer:
- Full training and support towards professional qualifications
- A friendly and supportive working environment
- Competitive salary and benefits package
- Career development opportunities within the financial planning industry
If you are interested in this role please contact Karen Kerr or email or call Karen on 0131 5501129. Please only apply if you are based in Scotland and can travel to Glasgow; this role does not allow for sponsorship.
Please note that we never send CVs anywhere without your prior consent.
Paraplanner Assistant in Milton employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Assistant in Milton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like Eden Scott. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what they’re looking for in a Paraplanner Assistant and think of examples from your experience that showcase your skills. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s just good manners!
✨Tip Number 4
Apply through our website for the best chance! We make it easy for you to find roles that match your skills and interests. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Paraplanner Assistant in Milton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner Assistant role. Highlight your previous experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Don’t forget to showcase your numerical and analytical skills in your application. Mention any specific tools or software you’re proficient in, especially Excel and Word, as these are key for the role. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As a Paraplanner Assistant, you'll need strong numerical and analytical skills. Brush up on your financial knowledge and be ready to discuss how you've used these skills in previous roles. Prepare examples of how you've conducted analysis on financial products.
✨Master the Details
Attention to detail is crucial in this role. Before the interview, review any relevant documents or reports you've worked on. Be prepared to explain how you ensure accuracy in your work and how you handle compliance with industry regulations.
✨Communicate Clearly
You'll need to communicate complex information clearly, so practice explaining financial concepts in simple terms. Think about how you would describe a financial plan or investment recommendation to a client who may not have a financial background.
✨Show Your Eagerness to Learn
This position offers training towards professional qualifications, so express your eagerness to learn and grow in the financial planning field. Mention any relevant courses or qualifications you're interested in pursuing, like CII or CISI, to show your commitment to the industry.