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- Tasks: Support financial advisors by writing reports and conducting research for private clients.
- Company: Join a regional financial advisor with a focus on client relationships.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial lives while developing your skills.
- Qualifications: Experience in report writing within an IFA environment is essential.
- Other info: Dynamic team environment with a focus on collaboration and client success.
The predicted salary is between 30000 - 40000 £ 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.
Paraplanning duties will include:
- 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.
Paraplanner - Aberdeenshire in Huntly employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Aberdeenshire in Huntly
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. 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. Since this role involves report writing and research, be ready to discuss your experience with compliance databases and financial products. 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 work, bring them along to interviews. It’s a great way to demonstrate your expertise and stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Paraplanner - Aberdeenshire in Huntly
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the 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 paraplanning and how your background aligns with our needs. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Technical Skills: Since this role involves a lot of technical report writing and research, make sure to showcase your proficiency with compliance databases and research tools. We love seeing candidates who are tech-savvy and detail-oriented!
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 Paraplanner role, practice creating both template-driven and bespoke reports. Bring examples of your previous work to the interview to demonstrate your skills. This will give the interviewers confidence in your ability to handle their clients' needs effectively.
✨Show Team Spirit
Paraplanning involves working closely with Financial Planners and other team members. Be prepared to discuss how you've collaborated in the past and how you can contribute to a positive team dynamic. Highlight any experience you have with liaising on research and valuations, as teamwork is crucial in this role.
✨Be Client-Focused
Since you'll have a good level of client contact, it's important to convey your understanding of client needs and how you can meet them. Share examples of how you've successfully managed client relationships in the past, and be ready to discuss how you would approach client interactions in this new role.
