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- Tasks: Join a dynamic team as a Senior Paraplanner, supporting financial planners and preparing detailed reports.
- Company: A respected wealth management firm located in the heart of Edinburgh, known for its growth and innovation.
- Benefits: Enjoy an attractive package, study support, and opportunities for career progression.
- Why this job: Be part of a close-knit team during an exciting growth phase, contributing fresh ideas and expertise.
- Qualifications: Must have experience as a Paraplanner with strong report writing skills and a background in Pensions and Investments.
- Other info: Opportunity to assist in team management and join the investment committee.
The predicted salary is between 43200 - 72000 £ per year.
My client is a highly respected wealth management firm with an office based in the centre of Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the planners during a period of growth. The role will be exceptionally in depth with client facing elements as and when you gain expertise.
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 meetings
- Assisting in the ongoing due diligence reviews of investment funds and platforms
- Providing appropriate support to the Financial Adviser / MD
To be considered, you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards them. If not near chartered, an enthusiasm to complete is essential. Your background will include both Pensions and Investments with excellent report writing skills, ideally with cash flow modelling experience. Experience of using research tools such as FE Analytics and ideally knowledge of Intelligent Office or Xplan would be advantageous.
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 would have team management duties or assist less experienced members of the team and have a chance to be part of their investment committee.
In return, they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. They will also offer an attractive package, further study support and the chance to join them during a growing time in their history, with opportunities for progression if desired.
Please get in touch as soon as possible to discuss this role and other opportunities within the area in the strictest of confidence by clicking the apply now button. Should this role not be of interest, please sign up for our job alerts or get in touch via the Eden Scott website.
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
Familiarise yourself with the specific tools mentioned in the job description, such as FE Analytics and Intelligent Office or Xplan. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Network within the wealth management industry, especially in Edinburgh. Attend local events or join relevant online forums to connect with professionals who might provide insights or referrals for the role.
✨Tip Number 3
Prepare to discuss your experience with both pensions and investments in detail during any interviews. Be ready to share specific examples of how you've contributed to previous teams, particularly in report writing and market research.
✨Tip Number 4
Showcase your enthusiasm for continuous learning and professional development. Mention any ongoing studies or plans to achieve chartered status, as this aligns well with the firm's commitment to growth and support for further education.
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. Include specific examples of your report writing skills and any relevant qualifications or progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention your experience with market research, technical support, and any familiarity with tools like FE Analytics or Intelligent Office.
Highlight Team Management Experience: If you have experience managing or mentoring less experienced team members, be sure to include this in your application. The firm values a collaborative environment, so demonstrating your ability to support and lead others will be beneficial.
Showcase Your Commitment to Professional Development: Mention any ongoing studies or plans to further your qualifications in your application. The firm is looking for someone who is committed to their professional growth, so express your enthusiasm for continuing education and development opportunities.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a Senior Paraplanner, you'll need to demonstrate your understanding of pensions and investments. Be prepared to discuss your experience with preparing suitability reports and conducting market research. Highlight any specific tools you've used, like FE Analytics or Intelligent Office.
✨Emphasise Your Report Writing Skills
Excellent report writing skills are crucial for this role. Bring examples of your previous work or be ready to discuss how you approach writing suitability reports. This will show your potential employer that you can communicate complex information clearly and effectively.
✨Demonstrate Team Management Experience
Since the role involves assisting less experienced team members, share your experiences in mentoring or managing others. Discuss how you've contributed to team dynamics and supported colleagues in their professional development.
✨Express Enthusiasm for Continuous Learning
The firm values individuals who are committed to their professional growth. Talk about your progress towards becoming chartered or any additional qualifications you're pursuing. This shows your dedication to the field and aligns with the firm's supportive culture.
