Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by researching and preparing recommendations for clients.
- Company: Join a successful IFA firm in Perth focused on financial planning solutions.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Kickstart your career in finance while making a real impact on clients' lives.
- Qualifications: Diploma in Regulated Financial Planning or relevant experience in financial services required.
- Other info: IDEX promotes a diverse and inclusive workplace where everyone can thrive.
The predicted salary is between 28800 - 43200 £ per year.
A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Responsibilities:
- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
- Prepare complex research and recommendations across a wide range of Financial Planning solutions
- Prepare findings ahead of client meetings
- Preparing suitability reports based on suitable client outcomes
- Ad hoc project work
Skills & Qualifications:
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
- Strong understanding of financial products and services
- Excellent administrative, research, report writing skills
Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial products and services. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Consider reaching out to current Paraplanners or Financial Planners for informational interviews. This can provide you with insights into their daily responsibilities and the skills they find most valuable.
✨Tip Number 4
Prepare to discuss specific examples of your administrative and research experience during interviews. Highlight any projects where you've successfully gathered information or prepared reports, as this will showcase your readiness for the Paraplanner role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the tasks mentioned in the job description, such as liaising with Financial Planners and preparing suitability reports.
Tailor Your CV: Highlight your relevant experience in financial services and any qualifications related to financial planning. Make sure to emphasise your administrative skills, research capabilities, and report writing experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your readiness to transition into a Paraplanner role. Mention specific examples of your past work that align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Brush up on your knowledge of investment options, insurance, and retirement plans, as these will likely come up during the interview.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations or challenges. Think through potential scenarios and prepare your responses, demonstrating your problem-solving skills and ability to provide tailored recommendations.
✨Showcase Your Research Skills
Since the role involves preparing complex research and recommendations, be ready to discuss your research process. Highlight any tools or methodologies you use to gather and analyse information effectively.
✨Demonstrate Strong Communication Skills
As a Paraplanner, you'll need to liaise with Financial Planners and clients. Practice articulating your thoughts clearly and concisely, and be prepared to explain complex financial concepts in an easily understandable way.
