Senior Paraplanner: Expert Research & Report Writer (IFA)
Senior Paraplanner: Expert Research & Report Writer (IFA)

Senior Paraplanner: Expert Research & Report Writer (IFA)

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare Suitability Reports and provide technical support to clients.
  • Company: Respected IFA firm in Aberdeen with a focus on career development.
  • Benefits: Attractive package, study support, and excellent career growth opportunities.
  • Why this job: Join a growing team and make a real impact in the financial sector.
  • Qualifications: Experience in Pensions and Investments with strong report writing skills.
  • Other info: Flexible attitude is essential for success in this dynamic role.

The predicted salary is between 36000 - 60000 £ per year.

A highly respected IFA firm is seeking an experienced Paraplanner or senior IFA support to join their team in Aberdeen. This role involves preparing Suitability Reports, liaising with product providers, and providing technical support.

Ideal candidates will have a solid background in Pensions and Investments, with strong report writing skills. The firm offers excellent career development opportunities, an attractive package, and further study support during a growing phase in their history. A committed and flexible attitude is essential.

Senior Paraplanner: Expert Research & Report Writer (IFA) employer: Eden Scott

Join a highly respected IFA firm in Aberdeen, where you will be part of a dynamic team dedicated to providing exceptional financial advice. With a strong focus on employee growth, the company offers excellent career development opportunities, an attractive benefits package, and support for further studies, all within a collaborative and flexible work culture that values commitment and innovation.
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Contact Detail:

Eden Scott Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Paraplanner: Expert Research & Report Writer (IFA)

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry, especially those who work in paraplanning or IFA roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Show off your skills! Prepare a portfolio of your best Suitability Reports and any other relevant documents. When you get the chance to meet potential employers, having tangible examples of your work can really set you apart from the competition.

✨Tip Number 3

Stay updated on industry trends! Make sure you're aware of the latest developments in Pensions and Investments. This knowledge will not only help you in interviews but also show that you're genuinely passionate about the field.

✨Tip Number 4

Apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, we love seeing candidates who take the initiative to connect with us directly.

We think you need these skills to ace Senior Paraplanner: Expert Research & Report Writer (IFA)

Report Writing Skills
Pensions Knowledge
Investment Knowledge
Technical Support
Suitability Reports Preparation
Liaising with Product Providers
Attention to Detail
Communication Skills
Flexibility
Commitment
Career Development Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in preparing Suitability Reports and your background in Pensions and Investments. We want to see how your skills align with what we're looking for!

Show Off Your Report Writing Skills: Since strong report writing is key for this role, include examples of reports you've written or projects you've worked on. This will help us see your expertise in action!

Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to understand and directly related to the job.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates from us!

How to prepare for a job interview at Eden Scott

✨Know Your Stuff

Make sure you brush up on your knowledge of Pensions and Investments. The firm is looking for someone with a solid background, so be prepared to discuss specific products and strategies in detail.

✨Showcase Your Report Writing Skills

Since the role involves preparing Suitability Reports, bring examples of your previous work or be ready to discuss your writing process. Highlight how you ensure clarity and compliance in your reports.

✨Be Ready to Discuss Technical Support

Think about scenarios where you've provided technical support in the past. Be prepared to explain how you liaised with product providers and resolved issues, as this will demonstrate your problem-solving skills.

✨Exude Commitment and Flexibility

The firm values a committed and flexible attitude. During the interview, share examples of how you've adapted to changing circumstances or taken on additional responsibilities to support your team.

Senior Paraplanner: Expert Research & Report Writer (IFA)
Eden Scott
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  • Senior Paraplanner: Expert Research & Report Writer (IFA)

    Full-Time
    36000 - 60000 £ / year (est.)
  • E

    Eden Scott

    50-100
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