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- Tasks: Support a Director with paraplanning and client management for high-net-worth clients.
- Company: A leading regional wealth management firm focused on best client advice.
- Benefits: Competitive salary, exam support, and opportunities for career progression.
- Why this job: Join a Chartered practice and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner with Level 4 exams or nearing completion.
- Other info: Great potential for promotion to Financial Planner roles.
The predicted salary is between 38000 - 44000 £ per year.
£38,000 to £44,000 plus benefits and exam support.
Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm being a Chartered practice that has always been focused on best client advice.
Working with some HNW clients regarding often complex advice your duties will include:
- portfolio analysis
- research work
- formulation of advice
- report writing
- high degree of client contact
- liaison with Financial Planner and Support staff
Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.
Senior Paraplanner in Aberdeen employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio analysis and report writing skills. Be ready to showcase your experience with HNW clients and how you can provide top-notch advice.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your career goals. If you’re keen on moving up to a Financial Planner role, look for companies that promote from within, like the one mentioned in the job description.
✨Tip Number 4
Apply through our website for a smoother process! We’ve got your back and can help you navigate the application process, ensuring you stand out as a top candidate for that Senior Paraplanner position.
We think you need these skills to ace Senior Paraplanner in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in portfolio analysis, report writing, and client management. We want to see how your skills align with what we’re looking for!
Showcase Your Qualifications: If you’ve got Level 4 exams or are close to completing them, shout about it! We value qualifications that demonstrate your commitment to the profession, so don’t hold back on sharing your achievements.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and how it relates to the role. No fluff, just the good stuff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at JohnstonGreer
✨Know Your Stuff
Make sure you brush up on your knowledge of paraplanning and the specific services offered by the firm. Familiarise yourself with portfolio analysis, research work, and report writing. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare examples from your past work that highlight your experience with HNW clients and complex advice. Think about specific situations where you provided valuable support to a Financial Planner or managed client relationships effectively. This will demonstrate your capability and readiness for the role.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with questions that show your interest in the firm and its operations. Ask about their approach to client management or how they support the development of their Paraplanners. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
✨Dress the Part
First impressions matter, especially in a professional setting like wealth management. Dress smartly and appropriately for the interview. A polished appearance can boost your confidence and convey professionalism, which is crucial when dealing with high-net-worth clients.
