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- Tasks: Join a dynamic team as a Senior Paraplanner, supporting senior planners and preparing detailed reports.
- Company: Be part of an award-winning wealth management firm based in Glasgow, known for its excellence.
- Benefits: Enjoy an attractive package, study support, and opportunities for career growth.
- Why this job: This role offers hands-on experience, a supportive culture, and the chance to make a real impact.
- Qualifications: Must have paraplanning experience, strong report writing skills, and a passion for finance.
- Other info: Opportunity to mentor junior team members and contribute innovative ideas.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner 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 provider 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
- Assist in the on-going due diligence reviews of investment funds and Platforms
- Provide 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. If not near chartered or an enthusiasm to complete. 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 by the firm. Along with this you would 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, 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 other opportunities within the area. Send your CV / click apply now to discuss further - all applications treated in the strictest of confidence.
Senior Paraplanner /Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner /Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as paraplanners or financial advisers. 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 with these tools, demonstrating your willingness to learn can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with both pensions and investments in detail during the interview. Be ready to provide examples of how you've successfully supported financial advisers in the past, showcasing your technical skills and report writing abilities.
✨Tip Number 4
Showcase your enthusiasm for professional development and your commitment to completing your qualifications. Highlight any ongoing studies or plans to achieve chartered status, as this aligns with the firm's values and growth ambitions.
We think you need these skills to ace Senior Paraplanner /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 any relevant qualifications and your progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific skills such as report writing and market research, and how they align with the job requirements.
Showcase Your Technical Skills: If you have experience with research tools like FE Analytics or Intelligent Office, be sure to mention this in your application. Highlighting your technical support capabilities will set you apart.
Demonstrate Team Spirit: Given the close-knit nature of the firm, express your commitment to teamwork and your willingness to assist less experienced members. Share examples of how you've contributed to team success in the past.
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 using research tools like FE Analytics. Highlight any specific cases where your technical skills made a difference.
✨Emphasise Team Collaboration
This role involves supporting the senior planner and potentially managing less experienced team members. Share examples of how you've successfully worked in a team environment, contributed ideas, or mentored others. This will show your commitment to collaboration and growth within the firm.
✨Prepare for Client-Facing Scenarios
Although the role may start with less client interaction, it's important to express your readiness to engage with clients as you gain expertise. Think of situations where you've communicated complex information clearly and effectively, and be ready to discuss them.
✨Demonstrate Enthusiasm for Continuous Learning
The firm values individuals who are committed to their professional development. Talk about your progress towards becoming chartered or any additional qualifications you're pursuing. Showing a proactive attitude towards learning will resonate well with the interviewers.
