At a Glance
- Tasks: Provide paraplanning and client support to Financial Planners and Directors.
- Company: Wealth management firm with a focus on financial and investment planning.
- Benefits: Competitive salary, exam support, and a collaborative team environment.
- Other info: Join a large team with opportunities for professional growth.
- Why this job: Work with high-net-worth clients and tackle complex financial advice.
- Qualifications: Experienced Paraplanners with Level 4 exams or nearing completion.
The predicted salary is between 38250 - 46750 £ per year.
- Paraplanner
- £38,000 to £44,000 plus benefits and exam support
Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors.
The business operates across the full range of financial and investment planning including retirement and tax.
Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include –
- portfolio analysis
- research work
- assist with the formulation of advice
- report writing
- client contact
Applicants must be experienced Paraplanners with the Level 4 exams (or near).
You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors.
Johnston Greer is a recruitment agency that specialises in the Financial Services and Pension sectors.
Johnston Greer operates as an Employment Agency in providing permanent job seeking services.
Paraplanner in Aberdeen employer: JohnstonGreer Careers
JohnstonGreer is an exceptional employer, offering a dynamic work environment where you can thrive in the pensions sector. With a strong focus on employee development and a commitment to regulatory excellence, you'll find ample opportunities for growth and training, all while being part of a supportive team that values your contributions. Located in a vibrant area, the company fosters a culture of collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Aberdeen
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JohnstonGreer Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Aberdeen
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JohnstonGreer Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JohnstonGreer Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JohnstonGreer Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JohnstonGreer Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JohnstonGreer Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JohnstonGreer Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
