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- Tasks: Support financial planners by writing reports and conducting research for private clients.
- Company: Join a regional financial advisor with a focus on client-centric services.
- 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 strong focus on collaboration and client contact.
The predicted salary is between 25800 - 34400 £ per year.
£30,000 to £40,000 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.
Paraplanner in Huntly employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Huntly
✨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 Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨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 discuss your experience with investments, protection, tax, and retirement planning confidently.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best report writing samples and any relevant research you've done. This will help you stand out and demonstrate your expertise to potential employers.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities tailored for Paraplanners like you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Paraplanner 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 you've provided. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background in IFA environments makes you a perfect fit. Let us know what excites you about working with private clients.
Showcase Your Research Skills: Since the role involves a lot of research, be sure to mention any tools or platforms you’ve used in the past. We love seeing candidates who are proactive and knowledgeable about fund and product research!
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. We can’t wait to hear from you!
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 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 a clear idea of your capabilities and attention to detail.
✨Team Player Mindset
Highlight your experience working closely with Financial Planners and other team members. Be prepared to discuss how you've collaborated in the past, particularly in research and compliance tasks. This will show that you understand the importance of teamwork in delivering excellent client service.
✨Familiarity with Tools
Get comfortable with the platforms and research tools commonly used in the industry. If you have experience with specific databases or software, mention them during the interview. This will demonstrate your readiness to hit the ground running and make an immediate impact.
