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For Companies At a Glance
- Tasks: Create detailed financial reports and conduct research for private clients.
- Company: Join a regional financial advisor with a focus on client success.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Experience in report writing within an IFA environment is essential.
- Other info: Collaborative team atmosphere with a focus on compliance and client engagement.
The predicted salary is between 30000 - 38000 £ per year.
£30,000 to £38,000 plus benefits
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.
IFA Paraplanner in Aberdeen employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Paraplanner in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be focusing on report writing and research, make sure you can confidently 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 work, compile them into a neat portfolio. This will give potential employers a clear view of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace IFA Paraplanner in 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 you've provided. We want to see how your skills match what we're looking for!
Showcase Your Report Writing Skills: Since report writing is a big part of this role, include examples of your previous work if possible. We love seeing how you can create both template-driven and bespoke reports that meet client needs.
Be Clear and Concise: When filling out your application, keep it clear and to the point. We appreciate straightforward communication, especially when it comes to complex topics like investments and tax planning.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at JohnstonGreer
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advice, especially around 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 experienced but also proactive about staying informed.
✨Master Report Writing
Since report writing is a key part of the role, practice creating both template-driven and bespoke reports. Bring examples to the interview to showcase your skills. This will demonstrate your ability to communicate complex information clearly and effectively, which is crucial for a Paraplanner.
✨Team Player Vibes
Highlight your experience working closely with Financial Planners and other team members. Be ready to discuss how you’ve collaborated in the past, particularly in research and compliance tasks. This will show that you can fit into their team dynamic and contribute positively.
✨Get Familiar with Tools
Research the platforms and research tools commonly used in the IFA environment. If you know what tools they use, mention your experience with similar ones or express your willingness to learn. This shows that you’re tech-savvy and ready to hit the ground running.
