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- Tasks: Support Advisers in the financial advice process through data collection and product research.
- Company: National Financial Planning business with a focus on diversity and inclusion.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Progress towards a Regulated Diploma in Financial Planning and strong IT skills.
- Other info: Embrace an inclusive culture where your authentic self is valued.
The predicted salary is between 28800 - 43200 £ per year.
National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
- Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
- Produce new business illustrations.
- Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
- Request and obtain application forms and other associated paperwork.
QUALIFICATIONS
- Progression with Regulated Diploma in Financial Planning (CII).
- Understanding of the Financial Planning process, where appropriate.
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- An assertive "can do" approach to dealing with product providers and fund management groups.
- IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress.
This is an excellent opportunity to go to the next level, excellent salary and bonus on offer for the successful candidate.
Assistant Paraplanner in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Paraplanner in Glasgow
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work as Paraplanners. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Get your research game on! Familiarise yourself with the tools mentioned in the job description, like Pulse and Iress. Showing that you know your stuff can really impress during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to the financial planning process. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Assistant Paraplanner in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Paraplanner role. Highlight relevant experience and skills that match the job description, like your understanding of financial planning processes and any software you’ve used.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention your assertive approach and how you can support Advisers and clients effectively.
Showcase Your IT Skills: Since the role requires proficiency in various software tools, be sure to mention your IT skills in Word, Excel, and any financial planning software you’re familiar with. This will show us you’re ready to hit the ground running!
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 get to know you better!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning Basics
Make sure you brush up on your understanding of the financial planning process. Familiarise yourself with key concepts and terminology, as well as the specific software mentioned in the job description like Pulse, IMAGO, and Iress. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Demonstrate Your IT Skills
Since the role requires proficiency in Word, Excel, and various financial planning tools, be ready to discuss your experience with these applications. Consider bringing examples of how you've used them in past roles or projects, as this will help illustrate your capabilities and confidence in using technology effectively.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to work independently. Think of scenarios where you had to chase up information or deal with product providers assertively. Prepare concise stories that highlight your 'can do' attitude and how you achieved positive outcomes without supervision.
✨Show Your Commitment to Diversity and Inclusion
Since the company values diversity and inclusion, be prepared to discuss how you can contribute to a positive workplace culture. Share any experiences you have that demonstrate your commitment to inclusivity and how you can bring your authentic self to the team.
