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For Companies At a Glance
- Tasks: Join our Glasgow team as a Paraplanner, supporting advisers and writing suitability reports.
- Company: We're a top wealth management provider with offices across the UK, focused on growth.
- Benefits: Enjoy a competitive salary, benefits package, and opportunities for career progression.
- Why this job: Be part of a leading firm during an exciting expansion phase with mentorship opportunities.
- Qualifications: Experience in IFA administration or paraplanning; diploma qualification preferred.
- Other info: Contact Alison Curran for a confidential discussion about this unique opportunity.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth management with scope for progression in the years to come.
There are a number of roles available for various levels of individuals brought on board. Whether you be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.
Key skills of successful candidates will include but not limited to:
Experience of writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards
Experienced in platforms – including Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved with each client
Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
Fund analysis, product comparison, analysis and charges analysis
Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment
To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion.
An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.
Paraplanner, Senior Technical IFA administrator employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Senior Technical IFA administrator
✨Tip Number 1
Make sure to highlight your experience with writing suitability reports and conducting research for advisers. This is a key skill that the employer is looking for, so be prepared to discuss specific examples during your interview.
✨Tip Number 2
Familiarize yourself with the platforms mentioned in the job description, such as Avelo and WRAP. Being able to demonstrate your proficiency with these tools will set you apart from other candidates.
✨Tip Number 3
Showcase your ability to mentor and lead junior team members. The role involves interacting with less experienced colleagues, so sharing your past experiences in leadership can make a strong impression.
✨Tip Number 4
Prepare to discuss how you communicate complex findings to both advisers and high-net-worth individuals. Clear communication is essential in this fast-paced environment, so think of examples where you've successfully conveyed important information.
We think you need these skills to ace Paraplanner, Senior Technical IFA administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA administrator or paraplanner. Focus on relevant skills such as writing suitability reports, conducting research, and your familiarity with platforms like Avelo and WRAP.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to mentor junior team members and communicate effectively with advisers and clients.
Showcase Your Qualifications: Clearly state your diploma qualification or progress towards it in your application. This is crucial as the job description emphasizes the importance of having relevant qualifications.
Highlight Your Analytical Skills: Emphasize your ability to conduct fund analysis, product comparison, and charges analysis. Provide examples of how you've successfully reviewed client portfolios and assessed risks in previous roles.
How to prepare for a job interview at Eden Scott
✨Showcase Your Experience
Be prepared to discuss your previous experience as an IFA administrator or paraplanner in detail. Highlight specific examples of writing suitability reports and conducting research for advisers, as this will demonstrate your capability to meet the role's requirements.
✨Demonstrate Technical Knowledge
Familiarize yourself with the platforms mentioned in the job description, such as Avelo and WRAP. Be ready to discuss how you've used these platforms in your past roles and how they can benefit the team you would be joining.
✨Communicate Clearly
Since the role involves interacting with advisers and high-net-worth individuals, practice articulating your findings and recommendations clearly and concisely. This will show that you can thrive in a fast-paced environment and effectively communicate complex information.
✨Emphasize Team Leadership Skills
If you have experience mentoring or leading junior team members, make sure to highlight this during the interview. Discuss how you can contribute to the development of the team and create effective documentation packs, showcasing your leadership potential.
