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- Tasks: Support financial advisers with research, analysis, and report writing.
- Company: Join Heat Recruitment, a rapidly growing firm in the financial planning sector.
- Benefits: Enjoy generous holidays, agile working, and comprehensive health benefits.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: 5 GCSEs including English and Maths; CII Level 4 Diploma preferred.
- Other info: We're hiring for 8 paraplanner roles across the UK—apply now!
The predicted salary is between 25000 - 35000 ÂŁ per year.
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About The Role
Our client is seeking dedicated and detail-oriented
Paraplanner
Location: Glasgow
Salary: ÂŁ30,000 to ÂŁ42,000
Type: Full-time
About The Role
Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Glasgow, Lanarkshire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.
Key Responsibilities
- Understand clients’ financial situations and objectives
- Provide research, analysis, and technical support
- Prepare recommendation reports
- Maintain accurate client records
- Analyse clients’ circumstances, objectives, and risk profiles
- Liaise with financial advisers to query/challenge proposed recommendations
Qualifications
- 5 GCSEs passes or equivalent including English and Maths
- Attainment of or studying towards Diploma in Financial Planning
- General knowledge across a wide range of financial planning areas
- Experience in an IFA/Wealth Management environment
Benefits
- Generous holiday package (including holiday trading)
- Ongoing professional development support
- Agile working approach
- Pension Scheme with employer contributions
- 5% Flex allowance for various employee benefits
- Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more
We are hiring for 8 paraplanner roles across the country. Apply now to join our client’s progressive team and make a significant impact in the financial planning industry.
Apply now or reach out for a confidential discussion.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Industries
Staffing and Recruiting
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Paraplanner (Glasgow) employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Glasgow)
✨Tip Number 1
Familiarise yourself with the financial planning products mentioned in the job description, such as pensions and investments. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as Paraplanners or Financial Advisers. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Consider joining relevant online forums or groups where financial planning topics are discussed. This will help you stay updated on industry trends and may give you an edge during interviews.
✨Tip Number 4
If you're working towards your CII Level 4 Diploma, mention this in conversations with industry contacts. It shows your dedication to professional development and could make you a more attractive candidate.
We think you need these skills to ace Paraplanner (Glasgow)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with financial planning products like pensions and investments, as well as the skills required for the role.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and any qualifications such as the CII Level 4 Diploma. Emphasise your analytical skills and any previous roles in an IFA or Wealth Management environment.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific experiences that demonstrate your ability to support advisers and conduct detailed research.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of financial planning products such as pensions, investments, and protection. Be prepared to discuss how these products work and how they can benefit clients.
✨Demonstrate Analytical Skills
Since the role requires strong analytical skills, be ready to showcase your ability to analyse financial situations and objectives. You might be asked to solve a case study or provide insights based on hypothetical client scenarios.
✨Prepare for Technical Questions
Expect technical questions related to financial planning and paraplanning. Brush up on your knowledge of regulations, compliance, and best practices in the industry to show that you're well-informed.
✨Showcase Your Communication Skills
As a paraplanner, you'll need to liaise with advisers and clients. Practice articulating your thoughts clearly and concisely, and be prepared to explain complex concepts in an easy-to-understand manner.
