Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, handling research, report writing, and client communications.
- Company: Be part of a respected wealth management practice focused on high-net-worth clients.
- Benefits: Enjoy a competitive salary, hybrid working options, and support for industry qualifications.
- Why this job: This role offers a chance to grow in a dynamic environment while making a real impact.
- Qualifications: You should have experience as a Paraplanner and be progressing towards Level 4 exams.
- Other info: Contact Chris Johnston for more details or apply directly through our website.
The predicted salary is between 30000 - 44000 £ per year.
Salary: £36,000 to £44,000 plus benefits
Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax, and Retirement Planning. The business operates a hybrid working model where you can work at home 2/3 days if preferred, or attend the office full time.
Paraplanning Duties Include:
- Research
- Report writing
- Valuations
- Client reviews
- Platform work
- Client communications
- Attendance at client meetings
- Input to the advice process
You will be an experienced Paraplanner within a Wealth Management or IFA environment and will have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.
Paraplanner - Edinburgh employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Edinburgh
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the industry, especially those who work as Paraplanners or in wealth management. Attend relevant events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by Paraplanners. This will demonstrate your problem-solving skills and your ability to handle complex client situations.
✨Tip Number 4
Showcase your commitment to professional development by discussing your progress towards Level 4 exams. Highlighting your dedication to furthering your qualifications can make a positive impression on potential employers.
We think you need these skills to ace Paraplanner - Edinburgh
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with tasks such as report writing, client communications, and the advice process to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in wealth management or IFA environments. Mention any specific projects or achievements that demonstrate your skills in financial planning, research, and client interactions.
Showcase Your Qualifications: Since the role requires progress towards Level 4 exams, be sure to mention your current qualifications and any relevant certifications. This shows your commitment to professional development and aligns with the company's support for industry qualifications.
Craft a Compelling Cover Letter: Write a personalised cover letter that connects your skills and experiences to the job description. Use specific examples to illustrate how you can contribute to the wealth management team and why you're excited about this opportunity.
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of complex financial planning concepts, especially around investments, tax, and retirement planning. Being able to discuss these topics confidently will show that you're well-prepared for the role.
✨Demonstrate Your Research Skills
Since research is a key part of the paraplanning role, be ready to discuss how you approach gathering and analysing information. You might even want to prepare an example of a report you've written or a valuation you've conducted.
✨Showcase Your Communication Skills
Client communications are crucial in this role, so be prepared to demonstrate your ability to convey complex information clearly. Think of examples where you've successfully communicated with clients or colleagues in the past.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the company and the role. Ask about their hybrid working model, support for industry qualifications, or how they measure success in the paraplanning team.
