Paraplanner

Paraplanner

Glasgow Full-Time 33600 - 50400 £ / year (est.)
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At a Glance

  • Tasks: Support advisors with paraplanning, write reports, conduct research, and attend client meetings.
  • Company: Join a dynamic team focused on delivering exceptional financial solutions.
  • Benefits: Enjoy hybrid working, a salary up to £42k, 30 days holiday, and a 10% pension contribution.
  • Why this job: Gain hands-on experience in client interactions and develop your skills in a supportive environment.
  • Qualifications: 1+ years as a Paraplanner and a Level 4 Diploma required.
  • Other info: Opportunity to work in both Scotland and London.

The predicted salary is between 33600 - 50400 £ per year.

Within the role, you will be providing full paraplanning support to the advisors, writing client-friendly reports, conducting research/analysis and dealing with technical queries from clients. You will also be attending client meetings with the advisors in both Scotland and London, being an active participant, learning more about the client, their objectives and providing the solutions they are looking for!

This role is best suited to those with 1+ years’ experience as a Paraplanner and hold a Level 4 Diploma. You will be writing reports, conducting research, preparing for client reviews and will have the opportunity to attend meetings. Hybrid working & salary up to £42k.

  • Salary up to £42,000

  • 10% Pension contributions

  • 30 days holiday (Including public holidays)

  • Hybrid working

  • Death in service

  • Income protection

Synonyms

Paraplanner employer: Finlink Ltd

As a Paraplanner with us, you'll thrive in a supportive and dynamic work environment that values your contributions and fosters professional growth. Enjoy the flexibility of hybrid working, competitive salary up to £42,000, and generous benefits including 30 days holiday and a robust pension plan. Join our team in Scotland or London, where you will not only enhance your skills but also play a vital role in delivering exceptional client service.
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Contact Detail:

Finlink Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner

✨Tip Number 1

Make sure to familiarize yourself with the latest financial regulations and paraplanning best practices. This knowledge will not only help you in your role but also impress the hiring team during interviews.

✨Tip Number 2

Network with current paraplanners or financial advisors in your area. They can provide insights into the role and may even refer you to opportunities within their firms.

✨Tip Number 3

Prepare to discuss specific examples of reports you've written or research you've conducted in previous roles. Being able to articulate your experience will demonstrate your capability and confidence.

✨Tip Number 4

Show enthusiasm for attending client meetings and collaborating with advisors. Highlighting your willingness to learn and engage with clients can set you apart from other candidates.

We think you need these skills to ace Paraplanner

Report Writing
Client Communication
Research and Analysis
Financial Planning Knowledge
Technical Query Resolution
Attention to Detail
Time Management
Interpersonal Skills
Problem-Solving Skills
Understanding of Financial Products
Level 4 Diploma in Financial Planning
Meeting Preparation
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your skills in writing client-friendly reports, conducting research, and handling technical queries.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with the responsibilities outlined in the job description. Mention your Level 4 Diploma and any specific experiences that demonstrate your ability to support advisors effectively.

Showcase Your Communication Skills: Since the role involves attending client meetings, emphasize your communication skills in both your CV and cover letter. Provide examples of how you've successfully interacted with clients or contributed to meetings in the past.

Highlight Your Research Abilities: Detail your experience in conducting research and analysis. Include specific examples of how your research has led to successful outcomes for clients or improved processes in your previous roles.

How to prepare for a job interview at Finlink Ltd

✨Showcase Your Paraplanning Experience

Make sure to highlight your previous experience as a Paraplanner. Discuss specific examples of reports you've written, research you've conducted, and how you've supported advisors in the past. This will demonstrate your capability and readiness for the role.

✨Prepare for Client-Focused Discussions

Since you'll be attending client meetings, it's crucial to understand the importance of client relationships. Be ready to discuss how you can contribute to these meetings and what strategies you would use to understand client objectives better.

✨Familiarize Yourself with Technical Queries

Brush up on common technical queries that clients might have. Being able to confidently address these questions during the interview will show that you're knowledgeable and prepared for the challenges of the role.

✨Demonstrate Your Research Skills

Research is a key part of the paraplanning role. Be prepared to talk about your research methods and any tools or resources you use. This will illustrate your analytical skills and your ability to provide valuable insights to advisors.

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