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- Tasks: Support advisers in delivering top-notch financial planning and client advice.
- Company: Dynamic financial services firm based in Glasgow with a collaborative culture.
- Benefits: Competitive salary, hybrid working, 25 days leave, and funded professional development.
- Why this job: Join a supportive team and grow your career in financial planning.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Clear progression routes and ongoing learning opportunities available.
The predicted salary is between 35000 - 60000 £ per year.
Location: Glasgow
Salary: £35,000 - £60,000
Type: Permanent
Workplace: On-Site
Purpose of the Role:
Support advisers in delivering accurate, compliant, and high-quality financial planning to clients. The position is open to both developing and experienced paraplanners, offering clear progression and tailored support based on experience level.
Key Responsibilities:
- Prepare suitability reports and recommendation letters across pensions, investments, and protection.
- Conduct research and analysis to support client advice.
- Gather and review client information to identify planning opportunities.
- Maintain accurate, compliant records and ensure adherence to FCA requirements.
- Work closely with advisers and administrators to ensure smooth client delivery.
- Support cashflow modelling, portfolio analysis, and technical reviews where required.
- Contribute to process improvements and assist with training where appropriate.
Skills and Experience:
- Previous experience in financial planning, paraplanning, or a technical support role.
- Strong understanding of pensions, investments, and protection products.
- Excellent written communication and attention to detail.
- Confident using financial planning systems such as Intelliflo, Voyant, or Cashcalc.
- Organised, proactive, and able to manage multiple priorities.
Qualifications:
- Working toward or holding the Level 4 Diploma in Regulated Financial Planning.
- Support provided for further qualifications, including Chartered status.
What's on Offer:
- Competitive salary based on experience and qualifications.
- Hybrid working pattern with regular office attendance.
- 25 days annual leave plus bank holidays.
- Pension scheme and funded professional development.
- Clear progression routes from junior to senior paraplanner levels.
- Supportive, collaborative working environment with ongoing learning opportunities.
Paraplanner in Glasgow employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common paraplanner questions. Think about your experience with financial planning systems and how you can demonstrate your attention to detail. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills through a portfolio! If you’ve worked on suitability reports or client recommendations, compile them (while respecting confidentiality) to demonstrate your expertise. This can really set you apart from other candidates when applying through our website.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the paraplanner position.
We think you need these skills to ace Paraplanner in Glasgow
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, especially with pensions and investments, to show us you’re the right fit!
Show Off Your Skills: Don’t forget to mention your proficiency with financial planning systems like Intelliflo or Cashcalc. We love seeing candidates who are organised and proactive, so let us know how you manage multiple priorities!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate excellent written communication, so make sure your suitability reports and letters are well-structured and easy to read.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and protection products. Being able to discuss these confidently will show that you're not just familiar with the basics but can also provide valuable insights during the interview.
✨Prepare Suitability Reports
Since preparing suitability reports is a key responsibility, practice drafting a few examples before your interview. This will help you articulate your thought process and demonstrate your attention to detail when discussing your experience.
✨Familiarise Yourself with Financial Planning Systems
If you have experience with systems like Intelliflo, Voyant, or Cashcalc, be ready to talk about how you've used them in your previous roles. If you're not familiar with them, do some research and be prepared to discuss how you would approach learning new software.
✨Show Your Organisational Skills
As a paraplanner, you'll need to manage multiple priorities. Be ready to share examples of how you've successfully juggled tasks in the past. This could include specific projects or situations where your organisational skills made a difference.
