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- Tasks: Provide paraplanning and client management support while analysing portfolios and conducting research.
- Company: A leading wealth management firm in Aberdeen City with a focus on professional growth.
- Benefits: Competitive salary of £38,000 to £44,000 plus additional benefits.
- Why this job: Join a dynamic team and advance your career towards becoming a Financial Planner.
- Qualifications: Experience in paraplanning and strong client interaction skills.
- Other info: Great opportunities for professional development and career advancement.
The predicted salary is between 38000 - 44000 £ per year.
A regional wealth management firm in Aberdeen City is looking for a Paraplanner to offer paraplanning and client management support. In this role, you will handle portfolio analysis, perform research, and interact with high-net-worth clients, ensuring comprehensive financial advice.
The firm supports professional growth, with opportunities to advance to a Financial Planner role. A competitive salary of £38,000 to £44,000 plus benefits is offered.
Senior Paraplanner | Financial Planner Path + Exam Support employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner | Financial Planner Path + Exam Support
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management sector, especially those who work in firms similar to the one you're eyeing. LinkedIn is your best mate here; connect, engage, and don’t be shy to ask for informational chats.
✨Tip Number 2
Prepare for the interview by brushing up on your portfolio analysis skills and understanding the latest trends in financial planning. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.
✨Tip Number 3
Showcase your passion for client management! During interviews, share examples of how you've successfully interacted with clients in the past. Highlight your ability to provide comprehensive financial advice and how you can add value to their high-net-worth clientele.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on the path to becoming a Financial Planner!
We think you need these skills to ace Senior Paraplanner | Financial Planner Path + Exam Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Paraplanner role. Highlight any relevant paraplanning experience, client management skills, and your ability to analyse portfolios.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Don’t forget to mention your interest in professional growth and the support we offer.
Showcase Your Research Skills: Since this role involves performing research, be sure to include examples of how you've successfully conducted research in the past. This could be anything from market analysis to client needs assessments.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around portfolio analysis and client management. Be ready to discuss specific strategies you've used in the past and how they benefited clients.
✨Showcase Your Client Interaction Skills
Since you'll be dealing with high-net-worth clients, it's crucial to demonstrate your communication skills. Prepare examples of how you've successfully managed client relationships and resolved any issues that arose.
✨Research the Firm
Take some time to understand the firm's values, services, and recent developments. This will not only help you tailor your answers but also show your genuine interest in the role and the company.
✨Prepare for Growth Discussions
As this role offers a pathway to becoming a Financial Planner, think about your career goals and how they align with the firm's growth opportunities. Be ready to discuss your aspirations and how you plan to achieve them within the company.
