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- Tasks: Prepare reports, liaise with providers, and support financial advisers in a dynamic team.
- Company: Join a leading chartered financial advice firm in Glasgow with an award-winning reputation.
- Benefits: Enjoy hybrid working, study support, and a chance to grow your career in a supportive environment.
- Why this job: Be part of a close-knit team that values collaboration and innovation while making a real impact.
- Qualifications: Must be an experienced paraplanner with strong report writing skills and progress towards relevant exams.
- Other info: Opportunities for team management and mentoring less experienced members are available.
The predicted salary is between 36000 - 60000 £ per year.
A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
The role will be exceptionally in depth with client facing elements as you become familiar with the firm. Primarily it will involve:
- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information for replacement contracts
- Providing technical support to the team with paraplanning and research support
- Carrying out market research on behalf of your adviser prior to meeting
- Assisting in the on-going due diligence reviews of investment funds and Platforms
- Providing appropriate support to the Financial Adviser / MD
As a close knit and warm, professional business team collaboration is key - sharing knowledge and making suggestions for improvements if applicable.
To be considered you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported). Your background will include both Pensions and Investments with excellent report writing skills. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous but not a pre-requisite.
Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received. Along with this you could have team management duties or assisting less experienced members of the team if you wish and develop internally.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.
Please get in touch as soon as possible to discuss this role and also potentially other opportunities within the area. Send your CV / click apply now to discuss further - all applications treated in the strictest of confidence.
Senior Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Network with professionals in the financial advice sector, especially those who work in paraplanning. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest tools and software used in paraplanning, such as FE Analytics and Intelligent Office. Even if you don't have direct experience, showing a willingness to learn these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in preparing suitability reports and conducting market research. Be ready to share specific examples of how you've contributed to team success in past roles, as collaboration is key in our firm.
✨Tip Number 4
Demonstrate your enthusiasm for career development during your conversations with us. Highlight any ongoing studies or professional development efforts, as we value individuals who are committed to growing within their roles.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner, particularly in pensions and investments. Emphasise your report writing skills and any relevant qualifications or progress towards exams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to prepare suitability reports and conduct market research.
Highlight Team Collaboration Skills: Since the firm values collaboration, include examples of how you've worked effectively in teams. Discuss any experience you have in mentoring or supporting less experienced colleagues.
Showcase Continuous Learning: Express your commitment to professional development. Mention any ongoing studies or certifications you are pursuing, and how you plan to contribute to the firm's growth during this exciting time.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your expertise in pensions and investments. Be prepared to discuss specific cases where you've successfully prepared suitability reports or conducted market research, highlighting your technical skills and understanding of financial products.
✨Emphasise Team Collaboration
This role values teamwork and collaboration. Share examples of how you've worked effectively within a team, perhaps by providing support to colleagues or contributing to group projects. Highlight your ability to share knowledge and suggest improvements, as this aligns with the firm's culture.
✨Prepare for Client-Facing Scenarios
Since the position involves client interaction, be ready to discuss how you handle client relationships. Prepare scenarios where you've successfully liaised with clients or product providers, showcasing your communication skills and ability to build rapport.
✨Express Your Career Aspirations
The firm supports career development, so it's important to convey your long-term goals. Discuss your aspirations, whether you aim to remain a paraplanner or transition into financial advice. This shows your commitment to growth and aligns with the company's values.
