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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.
My client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.
The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA.
In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating \”reasons why\” letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
To be considered you must be an experienced Paraplanner with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. A knowledge of SIPPS and DB transfers would be highly advantageous but not a prerequisite
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take.
Please upload your CV to apply and discuss this role with Alison Curran and others in the market 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.
