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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: Generous salary, hybrid working, and a supportive team environment.
- Why this job: Be part of a respected firm and make a real difference in clients' financial journeys.
- Qualifications: 5+ years in a similar role with strong technical knowledge and communication skills.
- Other info: Opportunity for career growth in a friendly and dynamic workplace.
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 employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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. Be ready to discuss how you’ve used financial planning tools in past roles – it’s all about showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send 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 Paraplanner role! We love seeing applications directly from motivated candidates who are eager to join our team.
We think you need these skills to ace Paraplanner
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 using financial planning tools. 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 the perfect fit for our Edinburgh Wealth Management team. Share specific examples of your past work that relate to 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 before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our friendly 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.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle requests from advisors or compile provider comparison analyses. This shows that you can think on your feet and apply your knowledge practically.
✨Showcase Your Communication Skills
Since exceptional communication is key for this role, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information in the past, whether in writing or verbally.
✨Demonstrate Attention to Detail
Highlight your keen eye for detail by discussing specific instances where your attention to detail made a difference. Whether it was ensuring compliance standards were met or accurately recording data, showing this skill will resonate well with the interviewers.
