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For Companies At a Glance
- Tasks: Prepare high-quality written advice and conduct technical research for Advisors.
- Company: Dynamic Wealth Management firm based in Glasgow.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: Diploma level qualification and full paraplanning experience required.
- Other info: Fast-paced environment with opportunities for career progression.
The predicted salary is between 36000 - 60000 £ per year.
My Client is currently looking for an experienced Paraplanner to join their business in Glasgow.
THE ROLE
- To prepare written advice and provide technical research services to a team of Advisors and partners.
- To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner.
- Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
- Assist with any new business initiatives, as required.
- Proactive in suggesting improvements for the continuing progression of the team and Company.
- Strong technical knowledge and research of financial services products.
- Relevant experience in a Wealth Management environment.
- Effective communication, both verbally and in writing.
- Effective drafting of client advice.
- Ability to attend client meetings.
THE CANDIDATE
- Must be Diploma level (or equivalent) and looking to work towards Chartered status.
- The candidate must have full paraplanning experience.
- Experience in a fee based environment.
- Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser.
- Experience in report writing and research (ideally pre-sale).
- Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge.
Senior Paraplanner in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in wealth management. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and research skills. Be ready to discuss specific financial products and how they can benefit clients. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Showcase your communication skills! During interviews, practice explaining complex financial concepts in simple terms. This will highlight your ability to draft client advice effectively and engage with both clients and advisors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Paraplanner in Glasgow
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your relevant experience in wealth management and your technical knowledge of financial services products. We want to see how you can bring value to our team!
Showcase Your Writing Skills: Since effective communication is key, ensure your written application is clear and professional. Use concise language and structure your thoughts logically. This is your chance to demonstrate your drafting skills, so make it shine!
Highlight Your Experience: Don’t forget to mention your full paraplanning experience and any specific projects you've worked on. If you've dealt with discretionary management or cash flow modelling, let us know! We love seeing how candidates have tackled similar challenges.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the easiest way for us to keep track of your application and ensures you don’t miss out on any updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial services products. Be ready to discuss your experience in a Wealth Management environment and how it relates to the role. This will show that you’re not just familiar with the basics, but you can also provide high-quality advice.
✨Showcase Your Communication Skills
Since effective communication is key for this role, practice articulating your thoughts clearly. Prepare to discuss how you've drafted client advice in the past and how you handle client meetings. This will demonstrate your ability to convey complex information in an understandable way.
✨Be Proactive
During the interview, don’t hesitate to suggest improvements or share ideas for new business initiatives. This shows that you’re not just a follower but someone who takes ownership and is eager to contribute to the team’s success.
✨Prepare for Pressure
Given the fast-paced nature of the role, think of examples from your past where you successfully managed a high-pressure workload. Discuss how you prioritised tasks and met deadlines, which will reassure them that you can handle the demands of the job.
