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For Companies At a Glance
- Tasks: Prepare reports, handle advisor requests, and conduct product research for clients.
- Company: Join a leading Independent Investment and Wealth Management firm in Edinburgh.
- Benefits: Enjoy a generous salary, hybrid working, and a supportive team atmosphere.
- 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 Livingston employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Livingston
✨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 with a friend or in front of the mirror.
✨Tip Number 3
Showcase your skills! Create a portfolio of reports or analyses you've done in the past. This will not only demonstrate your expertise but also give you something tangible to discuss during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Livingston
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 wealth management and how your background makes you a great fit for our team. Don’t forget to mention your attention to detail and communication skills!
Showcase Your Technical Knowledge: Since we’re looking for someone with solid technical and product knowledge, be sure to include specific examples of your experience in this area. Whether it's using Intelligent Office or conducting product research, let us know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from 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 financial planning tools and modelling software mentioned in the job description. Being able to discuss these confidently will show that you're ready to hit the ground running.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you would handle requests from advisors or compile provider comparison analyses. This will demonstrate your problem-solving skills and ability to prioritise effectively.
✨Showcase Your Communication Skills
Since exceptional communication is key, practice articulating your thoughts clearly and concisely. You might even want to prepare a few 'reason why' letters as examples to share during the interview. This will highlight your written communication prowess.
✨Understand Compliance Standards
Familiarise yourself with compliance and corporate standards relevant to the wealth management industry. Be prepared to discuss how you ensure these standards are met in your work. This shows that you take your responsibilities seriously and understand the importance of compliance.
