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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.
- Why this job: Be part of a close-knit team that values collaboration and innovation in the finance sector.
- Qualifications: Must be an experienced paraplanner with strong report writing skills and knowledge of pensions and investments.
- Other info: Opportunities for team management and internal development 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 is 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 ongoing 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 them (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 and ideally knowledge of Intelligent Office would be advantageous but not a prerequisite. 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 assist 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.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, recent achievements, and the specific services they offer. This will not only help you tailor your responses but also demonstrate your genuine interest in joining their team.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you align your skills and experiences with what they are looking for.
✨Tip Number 3
Prepare to discuss your experience with both pensions and investments in detail. Be ready to share specific examples of how you've successfully prepared suitability reports or conducted market research, as this will highlight your expertise and fit for the role.
✨Tip Number 4
Showcase your enthusiasm for career development during the interview. Discuss your willingness to take on team management duties or assist less experienced members, as this aligns with the firm's collaborative culture and commitment to internal growth.
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, as well as your commitment to team collaboration.
Highlight Relevant Skills: In your application, clearly outline your technical skills, including any experience with research tools like FE Analytics or Intelligent Office. If you have team management experience, be sure to mention it as well.
Showcase Your Career Development Goals: Express your interest in career development within the firm. Whether you aim to remain a paraplanner or transition into financial advice, make it clear that you are eager to grow and contribute to the team's success.
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. This will show your depth of knowledge and experience.
✨Emphasise Team Collaboration
Given the close-knit nature of the firm, highlight your ability to work well within a team. Share examples of how you've collaborated with colleagues in the past, whether through sharing knowledge or supporting less experienced team members.
✨Prepare for Client-Facing Scenarios
Since the role involves client interaction, be ready to discuss how you handle client relationships. Think of examples where you've effectively communicated complex financial information to clients, ensuring they understand their options.
✨Express Your Commitment to Development
The firm values career development, so convey your enthusiasm for continuous learning. Discuss any relevant qualifications you've pursued or plan to pursue, and how they align with your career goals within the paraplanning field.
