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For Companies At a Glance
- Tasks: Prepare reports, conduct market research, and support financial advisers in a dynamic team.
- Company: Respected wealth management firm based in Edinburgh with a focus on growth.
- Benefits: Attractive package, study support, and career development opportunities.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Experienced paraplanner with strong report writing skills and knowledge of pensions and investments.
- Other info: Opportunity to assist in team management and be part of the investment committee.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly respected wealth management firm with an office based in Edinburgh. 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.
The primary responsibilities include:
- 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 assistance
- Carrying out market research on behalf of the adviser prior to meetings
- Assisting in the ongoing due diligence reviews of investment funds and platforms
- Providing appropriate support to the Financial Adviser / Managing Director
To be considered, you must be an experienced paraplanner within an IFA, either having completed your exams or having made significant progress toward chartered status. Your background should include both pensions and investments with excellent report writing skills. Experience using research tools such as FE Analytics is required; knowledge of Intelligent Office is advantageous. You should be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm, and you will have team management duties or assist less experienced members, as well as the opportunity to be part of the investment committee.
In return, the firm is offering an excellent opportunity to develop your experience, further your career and utilise your expertise. They will provide an attractive package, study support and the chance to join them during a growing time in their history.
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 like a pro! Reach out to your connections in the wealth management sector, especially those who might know about openings at firms like the one you're eyeing. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions and investments confidently, as well as your experience with tools like FE Analytics. We want you to shine!
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your suitability reports or any relevant documentation to demonstrate your expertise during interviews. It’s a great way to stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Paraplanner / Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially with pensions and investments, and don’t forget to mention any relevant qualifications or progress towards chartered status.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your experience with report writing and any tools like FE Analytics that you’ve used. Show us your enthusiasm for the position and the firm!
Showcase Your Team Spirit: Since this role involves supporting the team and potentially managing less experienced members, make sure to highlight any previous team management experience. We love seeing candidates who can bring new ideas and foster collaboration!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our growing team!
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. Familiarise yourself with the latest market trends and be ready to discuss how they might impact client portfolios. This will show that you're not just a paraplanner, but a proactive one who stays ahead of the game.
✨Master the Suitability Report
Since preparing suitability reports is a key part of the role, practice writing a few before your interview. Be prepared to discuss your approach and any challenges you've faced in the past. This will demonstrate your report writing skills and your understanding of what makes a report effective.
✨Showcase Your Team Spirit
This role involves supporting the Financial Adviser and managing less experienced team members. Be ready to share examples of how you've collaborated with others in the past, and how you’ve contributed to team success. Highlighting your ability to work well in a team will resonate with the firm's values.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s growth plans and how you can contribute. This shows your enthusiasm for the role and your commitment to being part of their journey. It also gives you a chance to assess if the company culture aligns with your own values.
