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- Tasks: Create detailed financial reports and conduct research for private clients.
- Company: Regional financial advisor with a focus on client-centric services.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in report writing within an IFA environment is essential.
- Other info: Great opportunity for career advancement in a supportive environment.
The predicted salary is between 30000 - 38000 £ per year.
Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.
Responsibilities:
- Report writing (template driven and bespoke)
- Working closely with the Financial Planner
- Liaising with other team members regarding research and valuations
- Fund and product research
- Compliance
- Database work
- Good level of client contact
- Utilisation of platforms and research tools
You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.
IFA Paraplanner - Aberdeen employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner - Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who work as Paraplanners or IFA Advisors. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves report writing and research, be ready to discuss your experience with compliance, fund research, and client interactions. We want you to shine!
✨Tip Number 3
Showcase your skills through a portfolio! If you've got examples of your report writing or research projects, bring them along to interviews. This will give potential employers a taste of what you can do and set you apart from the crowd.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace IFA Paraplanner - Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Paraplanner role. Highlight your experience in report writing and any relevant financial advice skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background fits with what we’re looking for. Keep it concise but engaging!
Showcase Your Technical Skills: Since this role involves a lot of technical report writing and research, make sure to mention any specific tools or platforms you’ve used. We love seeing candidates who are tech-savvy and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advice, especially in areas like investments, protection, tax, and retirement planning. Familiarise yourself with the latest trends and regulations in the industry, as this will show that you're not just a candidate but a knowledgeable professional ready to contribute.
✨Master Report Writing
Since report writing is a key part of the role, practice creating both template-driven and bespoke reports. Bring examples of your previous work to the interview, as this will demonstrate your ability to produce high-quality documentation and your understanding of what’s required in an IFA environment.
✨Team Player Mindset
Highlight your experience working closely with financial planners and other team members. Be prepared to discuss how you’ve collaborated in the past, as well as how you handle client contact and compliance issues. This will show that you’re not just focused on individual tasks but also value teamwork.
✨Research Tools Familiarity
Get comfortable with the platforms and research tools commonly used in the industry. If you have experience with specific databases or software, mention them during the interview. This will give you an edge, as it shows you can hit the ground running and contribute from day one.
