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- Tasks: Prepare Suitability Reports and conduct market research to support senior planners.
- Company: Respected wealth management firm in the heart of Edinburgh.
- Benefits: Excellent benefits and a supportive environment for career growth.
- Why this job: Join a growing team and enhance your skills in a dynamic industry.
- Qualifications: Experience within an IFA and strong report writing skills required.
- Other info: Opportunity to progress towards chartered status in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
A respected wealth management firm in the City of Edinburgh is seeking an experienced paraplanner/senior paraplanner to support their senior planner. This role involves preparing Suitability Reports, conducting market research, and providing technical support.
Candidates should have experience within an IFA, be progressing toward chartered status, and possess strong report writing skills.
In return, the firm offers a supportive environment to further your career with excellent benefits during a period of growth.
Senior Paraplanner - Pensions & Investments Specialist employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Pensions & Investments Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who work in firms similar to the one you're eyeing. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Since this role involves preparing Suitability Reports and market research, make sure you can discuss these topics confidently. We recommend practising common interview questions related to pensions and investments.
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work or create a mock report that highlights your ability to analyse and present information clearly. This will demonstrate your expertise and attention to detail.
✨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 - Pensions & Investments Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in preparing Suitability Reports and conducting market research. We want to see how your skills align with the role, so don’t be shy about showcasing your technical support abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your journey towards chartered status and how your previous IFA experience has prepared you for this role.
Showcase Your Report Writing Skills: Since strong report writing skills are key for this position, consider including examples of reports you've written or summarising your approach to creating clear and concise documentation. We love seeing your thought process!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our supportive environment!
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 regulations, as well as the specific products the firm offers. This will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Showcase Your Report Writing Skills
Since strong report writing skills are crucial for this role, prepare to discuss examples of Suitability Reports you've created in the past. Bring along samples if possible, and be ready to explain your thought process and how you ensure accuracy and compliance.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to wealth management and how they support their paraplanners. This not only demonstrates your interest in the role but also helps you gauge if the company culture aligns with your career goals.
✨Highlight Your Progression Towards Chartered Status
If you're working towards chartered status, make sure to mention it! Discuss your journey, what you've learned, and how it enhances your ability to contribute to the team. This shows your commitment to professional development and adds value to your candidacy.
