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- Tasks: Support Private Clients with financial advice and conduct fund research.
- Company: Regional financial advisory firm in Scotland with a strong reputation.
- Benefits: Salary between £30,000 and £40,000 plus additional perks.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong report writing and research skills, experience as a Paraplanner.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 40000 £ per year.
A regional financial advisory firm in Scotland is searching for a Paraplanner to support Private Clients with a comprehensive range of financial advice. The ideal candidate will excel in report writing and possess strong research skills.
Responsibilities include:
- Collaborating with Financial Planners
- Conducting fund research
- Ensuring compliance
This position promises a salary between £30,000 and £40,000, along with additional benefits. As an experienced Paraplanner, you'll provide essential support in the financial advisory process.
Senior Paraplanner – Private Client Finance & Research in Huntly employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner – Private Client Finance & Research in Huntly
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in advisory roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your report writing and research projects. This will give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to financial advice and compliance. The more comfortable you are, the better you'll perform.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Paraplanners like you. It’s a great way to get noticed and land that dream job.
We think you need these skills to ace Senior Paraplanner – Private Client Finance & Research in Huntly
Some tips for your application 🫡
Show Off Your Report Writing Skills: Since report writing is key for this role, make sure your application showcases your ability to create clear and concise reports. Use examples from your past experience to highlight how you've excelled in this area.
Research Like a Pro: Demonstrate your strong research skills by including specific instances where your research has led to successful outcomes. This will show us that you can handle the fund research aspect of the job with ease.
Collaborate and Communicate: We love teamwork! Mention any experiences where you've collaborated with Financial Planners or other professionals. Highlighting your communication skills will help us see how well you fit into our team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get the ball rolling on your application!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around private client finance. Be ready to discuss recent trends in the market and how they might affect clients. This shows you're not just a Paraplanner but someone who’s genuinely interested in helping clients navigate their financial journeys.
✨Showcase Your Report Writing Skills
Since report writing is key for this role, prepare a few examples of reports you've written in the past. Be ready to explain your thought process and how you ensure clarity and compliance in your documentation. This will demonstrate your attention to detail and ability to communicate complex information effectively.
✨Research Like a Pro
Before the interview, conduct thorough research on the firm and its services. Familiarise yourself with their approach to financial planning and any recent news about them. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Collaborate and Communicate
Highlight your experience working with Financial Planners and other stakeholders. Prepare examples of how you’ve successfully collaborated in the past, focusing on communication and teamwork. This will reassure them that you can seamlessly integrate into their existing processes and contribute positively.
