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- Tasks: Join a dynamic team as a Paraplanner, creating reports and supporting Financial Planners.
- Company: Work with a reputable firm serving clients across Scotland with a strong professional network.
- Benefits: Enjoy flexible working hours, part-time options, and the chance to work from Edinburgh.
- Why this job: Be a key player in a low turnover environment, making a real impact from day one.
- Qualifications: Diploma qualified with experience in IFA work; ideal for current Paraplanners or Senior administrators.
- Other info: Opportunities to mentor others and enhance your skills in pensions and investments.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a reputable and professional firm who have a client base spanning across Scotland with more than one office. They require an experienced Paraplanner to work from one of their offices due to increasing business via a steady streams of enquiries, referrals for their advisers plus professional connections along with recruiting another adviser to the team.
This is a genuinely rare role and the first time having recruited for such a position mainly due to their low staff turnover.
The role itself will be heavily involed with the Financial Planners – with the option to and now encouraged to be involved in client meetings. They can be flexible in relation to the person profile but their ideal would be to act as the go to person in the technical team, able to add value from day one. The new Paraplanner would act as an ambassador for the Financial Advisers (Chartered) should they not be available along with pick up ad hoc enqueries for clients – so a capable and mature nature is required.
As a Paraplanner you would also be involved in creating suitability reports, \”reasons why\” letters and ensuring all work is carried out inline with Compliance and RDR requirements as expected. You could also be involved in training, mentoring less experienced administrators if desired.
Ideally the successful individual will be diploma qualified, experienced in whole of market IFA work (if not a provider), currently working as a Paraplanner or Senior administrator wanting to make a step up.
However due to the nature of the business and how imperative it is that there is a \”team fit\”, there is a degree of flexibility for the right individual. Pension exams eg AF7, Intelligent Office experience and any knowledge of Standard Life, AJ Bell, Old Mutual platforms would be of benefit but not pre-requisite.
They are authorised in DB transfers and are finding increasing workloads in pensions but a strong knowledge of Pensions and Investments is needed fundamentally.
In return they are offering an attractive package and salary which our client can accomodate needs for the successful applicant. This is an imperative recruit and as the first time recruiting for several years they are not set on budgets.
Part time working is available if needed and if there is a commute from Edinburgh, the option to work from there a couple of days a week.
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 financial services industry, especially those who work as Paraplanners or Financial Planners. 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 specific tools and platforms mentioned in the job description, such as Intelligent Office and various pension providers. Having a solid understanding of these systems can give you an edge during interviews.
✨Tip Number 3
Prepare to discuss your experience with creating suitability reports and compliance with RDR standards. Be ready to provide examples of how you've added value in previous roles, as this will demonstrate your capability to be the go-to person in the technical team.
✨Tip Number 4
Show your enthusiasm for mentoring and training less experienced staff. Highlight any past experiences where you've taken on a leadership role, as this aligns well with the firm's desire for a candidate who can contribute to team development.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner or Senior Administrator. Emphasise your qualifications, particularly your diploma and any relevant pension exams, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention your experience in creating suitability reports and handling client inquiries, and express your enthusiasm for working closely with Financial Planners.
Highlight Relevant Skills: In your application, focus on your technical skills and knowledge of compliance standards, especially RDR. If you have experience with platforms like Intelligent Office or Standard Life, be sure to include that as well.
Showcase Your Team Spirit: Since the role involves mentoring less experienced staff, mention any previous experience you have in training or supporting colleagues. This will demonstrate your capability to contribute positively to the team environment.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial products and compliance standards. Be prepared to discuss your experience with creating suitability reports and handling client inquiries, as well as any specific knowledge you have about pensions and investments.
✨Emphasise Your Teamwork Skills
This role involves working closely with Financial Planners, so it's crucial to highlight your ability to collaborate effectively. Share examples of how you've contributed to team success in previous roles, especially in client meetings or mentoring situations.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of scenarios where you've had to navigate complex client situations or compliance issues, and be ready to explain your thought process and the outcomes.
✨Express Your Willingness to Learn
The firm values flexibility and growth, so convey your eagerness to develop further in your career. Mention any additional qualifications you're pursuing or areas where you'd like to expand your expertise, such as pension exams or new financial platforms.
