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- 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.
Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their 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.
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.
Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott 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
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 Eden Scott
✨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.
