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- Tasks: Support financial advisers by crafting clear financial plans and reports.
- Company: Leading wealth management firm in Scotland with a focus on client success.
- Benefits: Competitive salary, hybrid working options, and structured training programme.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: CII Level 4 Financial Planning Diploma and strong technical knowledge required.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth management firm in Scotland is seeking a Paraplanner to support financial advisers with client meetings and technical matters. The role involves preparing suitability reports, conducting technical research, and ensuring accurate client records.
The ideal candidate will possess a CII Level 4 Financial Planning Diploma and strong technical knowledge in paraplanning.
This position offers access to a structured training program and various employee benefits, including competitive salary and hybrid working options.
Paraplanner: Craft Clear Financial Plans & Reports in Edinburgh employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner: Craft Clear Financial Plans & Reports in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to financial advisers and industry professionals on LinkedIn. A friendly message can open doors and lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss suitability reports and client records in detail. Show them you know your stuff and can hit the ground running!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored job listings that suit your skills as a Paraplanner.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what they want in a Paraplanner.
We think you need these skills to ace Paraplanner: Craft Clear Financial Plans & Reports in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CII Level 4 Financial Planning Diploma and any relevant experience in paraplanning. We want to see how your skills align with the role, so don’t be shy about showcasing your technical knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can support our financial advisers. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since the role involves preparing suitability reports and conducting technical research, make sure to mention any specific tools or software you’re familiar with. We’re looking for someone who can hit the ground running!
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 the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge in paraplanning. Be ready to discuss the CII Level 4 Financial Planning Diploma and how it applies to the role. Familiarise yourself with common financial planning concepts and be prepared to explain them clearly.
✨Prepare Suitability Reports
Since the role involves preparing suitability reports, practice drafting a few before your interview. This will not only help you understand what’s expected but also give you concrete examples to discuss during the interview. Show that you can communicate complex information in a clear and concise manner.
✨Research the Firm
Take some time to learn about the wealth management firm you're interviewing with. Understand their values, services, and any recent news. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the structured training program or how they support their paraplanners in their professional development. This shows that you’re proactive and keen to grow within the company.
