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- Tasks: Join a dynamic team as a Paraplanner, focusing on report writing and client support.
- Company: A reputable wealth management firm in Edinburgh, known for its professionalism and client service.
- Benefits: Enjoy competitive salary, personal development support, and potential remote work options.
- Why this job: Gain invaluable experience working with top advisers and high-net-worth clients in a close-knit team.
- Qualifications: Experience as a Paraplanner or Senior IFA administrator; Diploma level 4 preferred.
- Other info: Interviews are happening now, so apply ASAP to secure your spot!
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly regarded, professional and reputable wealth management firm. A rare new job has become available during an evolving time in their history to join their expanding Edinburgh office for either an experienced senior IFA administrator to take their next step or Paraplanner.
Depending on experience, Paraplanning duties will include report writing, research, investment and financial reviews. Working alongside some of the industry's most highly regarded advisers you will provide them with support and also gain exposure to client meetings/contact. The bulk of their clients are HNW so the level of detail, professionalism and service is critical and you will be a key member of the support team. The company is able to mould the right individual internally depending on their aspirations.
To be a successful applicant you will be an experienced Paraplanner or Senior IFA administrator having completed or be working towards your Diploma level 4. Ideally from a whole of market/IFA environment or provider with experience doing report writing and research. Fundamentally they are a close knit team where company fit is imperative so should you be a suitably skilled professional they can integrate you to the team accordingly.
In return they will invest in you, put you through your exams and support personal development. Along with this you will gain a competitive salary, benefits package and the chance to grow within the team gaining invaluable industry experience.
Interviews are currently taking place so to be considered please apply ASAP or call Alison Curran to discuss confidentially both this role and also other similar positions in the area.
Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as Paraplanners or IFA administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. Being knowledgeable about current market conditions and compliance issues will demonstrate your commitment to the role and help you stand out during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience in report writing and research during the interview. Highlight how your skills have contributed to successful outcomes in previous roles, particularly in high-net-worth client scenarios.
✨Tip Number 4
Showcase your soft skills, such as teamwork and communication, as these are crucial in a close-knit team environment. Be ready to explain how you've effectively collaborated with others in past positions to achieve common goals.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or as a senior IFA administrator. Emphasise your report writing and research skills, as well as any qualifications like the Diploma level 4.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the firm's values. Mention how your skills align with their needs and express your enthusiasm for joining their team.
Highlight Team Fit: Since company fit is crucial, include examples of how you've successfully worked in close-knit teams before. This will demonstrate your ability to integrate well into their supportive environment.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is vital in this industry.
How to prepare for a job interview at Eden Scott
✨Research the Company
Before your interview, take some time to research the wealth management firm. Understand their values, services, and client base, especially their focus on high-net-worth individuals. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.
✨Prepare for Technical Questions
As a Paraplanner, you'll likely face questions about report writing, investment strategies, and financial reviews. Brush up on your technical knowledge and be ready to discuss your experience with these tasks. Providing specific examples from your past work can really set you apart.
✨Showcase Your Team Fit
Since the company emphasises a close-knit team environment, be prepared to discuss how you work collaboratively. Share examples of how you've contributed to team success in previous roles and express your enthusiasm for being part of a supportive team.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the company's approach to professional development or how they support their Paraplanners in achieving their qualifications. This shows your commitment to growth and aligns with their investment in employee development.
