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For Companies At a Glance
- Tasks: Prepare client reports, handle advisor requests, and conduct product research.
- Company: Join a leading Independent Investment and Wealth Management firm in Edinburgh.
- Benefits: Enjoy a generous salary, hybrid working, and a supportive team culture.
- Why this job: Make a real impact in a respected firm with a strong industry reputation.
- Qualifications: 5+ years in a similar role with strong technical knowledge and communication skills.
- Other info: Great opportunity for career growth in a friendly and dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
My client is one of the UK's leading Independent Investment and Wealth Management firms with an enviable industry reputation. Due to an internal move they currently seek a talented Paraplanner to join their Edinburgh Wealth Management team.
Duties will include:
- Preparation and production of reports for annual client reviews
- Handling requests from advisors
- Compiling provider comparison analysis for potential and existing clients
- Accurate recording of data on Intelligent Office
- Undertake product research and analysis
- Producing "reason why" letters
- Ensuring that compliance and corporate standards are met
- Collating and compiling accurate MI
- Liaising with clients and product providers
Applicants are likely to possess circa 5 years plus in a similar role with high levels of technical and product knowledge. You will be able to use financial planning tools and modelling software in order to produce insightful client reports. You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients.
This is a great opportunity to work with one of the UK's longest established financial institutions offering a generous remuneration package, hybrid working and a friendly team environment.
Paraplanner in Dunfermline employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Dunfermline
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and product understanding. We all know that confidence is key, so practice answering common paraplanner questions and be ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to showcase your skills and experience directly to employers looking for talented paraplanners like you.
We think you need these skills to ace Paraplanner in Dunfermline
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing reports, handling client requests, and any relevant financial planning tools you've used. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our Edinburgh Wealth Management team. Share specific examples of your past work that align with the duties mentioned in the job description.
Show Off Your Communication Skills: Since exceptional communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Front Row Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge and product understanding. Familiarise yourself with the latest financial planning tools and modelling software, as you'll likely be asked to demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
Since exceptional communication is key for a Paraplanner, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated complex information to clients or advisors in the past.
✨Be Detail-Oriented
Highlight your keen eye for detail by preparing examples of how you've ensured accuracy in your previous roles. Discuss any systems or processes you've implemented to maintain high standards in compliance and data recording.
✨Prioritisation is Key
Demonstrate your ability to manage multiple tasks by sharing specific instances where you've successfully prioritised your workload. This will show that you can handle the demands of the role while meeting both client and business needs.
