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- Tasks: Support financial advisers with research, report writing, and client meetings.
- Company: Join a leading financial planning and investment management firm with a strong national presence.
- Benefits: Enjoy flexible working arrangements and career development opportunities in a dynamic team culture.
- Why this job: Be part of a supportive team that values your input and offers hands-on client exposure.
- Qualifications: Minimum 2 years in financial planning; diploma qualified preferred but enthusiasm is key for entry-level.
- Other info: This is a rare opportunity with a competitive package; all applications are confidential.
The predicted salary is between 42000 - 84000 £ per year.
Due to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services with support from investment managers for their client\’s other requirements.
The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies\’ direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – 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, Paraplanner Manager
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment management. This will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work as paraplanners or financial advisers. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss your experience with technical research and report writing in detail. Be ready to share specific examples of how you've supported financial advisers in the past, as this will highlight your suitability for the role.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've effectively communicated with clients and colleagues in previous roles. This is crucial for fitting into the warm and dynamic office culture they value.
We think you need these skills to ace Senior paraplanner, Paraplanner Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and wealth management. Emphasise any roles where you've provided technical support to financial advisers, as this is crucial for the position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with their requirements, such as communication and interpersonal skills, and how you can contribute to their team culture.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are diploma qualified or close to obtaining it. If you have level 4 qualifications, make sure to mention them prominently, as this is a preference for the senior role.
Showcase Your Experience: Detail your experience in financial planning or wealth management, particularly any hands-on exposure to clients. If you have experience in training or mentoring others, highlight this as it aligns with the senior role's responsibilities.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
As a paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with cashflow modelling, pensions, and investment strategies. Highlight any specific software or tools you’ve used in your previous roles.
✨Emphasise Communication Skills
Given the importance of client interaction in this role, it's crucial to showcase your interpersonal skills. Prepare examples of how you've effectively communicated complex financial information to clients or colleagues in the past.
✨Demonstrate Team Leadership Potential
If you're applying for a senior position, be ready to discuss your experience in mentoring or coaching others. Share specific instances where you've led a team or contributed to a positive team culture, as this aligns with the company's focus on collaboration.
✨Prepare for Questions on Regulatory Knowledge
Since compliance with FCA regulations is essential, brush up on relevant legislation and be prepared to discuss how you've ensured compliance in your previous roles. This will show that you understand the importance of regulatory frameworks in financial planning.
