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For Companies At a Glance
- Tasks: Support IFAs by writing reports, creating letters, and conducting market research.
- Company: Join a reputable organization with a strong presence across Scotland.
- Benefits: Enjoy an excellent salary, bonuses, and support for further exams.
- Why this job: Be part of a dynamic team focused on exceeding client expectations and personal growth.
- Qualifications: Experience as a Paraplanner in an IFA environment is essential; diploma not required but encouraged.
- Other info: Apply ASAP or contact Alison Curran for a confidential discussion about this role.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
My client is a reputable organisation with offices throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their busy Perth office.
The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.
In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating "reasons why" letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
To be considered you must be an experienced Paraplanner with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or call Alison Curran to discuss confidentially in more detail before proceeding this, and also potentially other similar opportunities in the area.
Paraplanner, Senior IFA Administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Senior IFA Administrator
✨Tip Number 1
Familiarize yourself with the specific financial products and services that the organization offers. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 2
Network with current or former employees of the organization on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be beneficial during your discussions with the hiring team.
✨Tip Number 3
Prepare to discuss your previous experience as a Paraplanner in detail. Be ready to share specific examples of how you've supported IFAs, handled client queries, and conducted market research, as these are key aspects of the role.
✨Tip Number 4
Show your commitment to professional development by mentioning any relevant courses or certifications you are pursuing. This will highlight your dedication to growing within the industry and align with the company's supportive approach to further education.
We think you need these skills to ace Paraplanner, Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner in an IFA environment. Highlight your relevant experience and how it aligns with the job description.
Tailor Your CV: Customize your CV to emphasize your experience in writing reports, creating 'reasons why' letters, and conducting market research. Use specific examples that demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your commitment to exceeding client expectations and how you can contribute to the company's growth.
Highlight Your Professional Development: If you are working towards diploma qualifications or have taken relevant exams, make sure to mention this in your application. It shows your dedication to professional growth and aligns with the company's support for further education.
How to prepare for a job interview at Eden Scott
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous experience as a Paraplanner in detail. Highlight specific examples of reports you've written, client queries you've handled, and any market research you've conducted. This will demonstrate your technical skills and familiarity with the IFA environment.
✨Understand the Company's Values
Research the company and understand its values and mission. Be ready to explain how your personal values align with theirs. This shows that you are not only interested in the role but also in contributing to the company's growth and success.
✨Prepare Questions for the Interviewer
Have a list of thoughtful questions ready to ask during the interview. Inquire about the team dynamics, the support provided for further exams, and how success is measured in the role. This demonstrates your genuine interest in the position and helps you assess if it's the right fit for you.
✨Emphasize Your Commitment to Professional Development
Since the role mentions working towards diploma qualifications, express your commitment to ongoing professional development. Discuss any relevant courses or exams you have taken or plan to take, showing that you are proactive about enhancing your skills and knowledge in the field.
