At a Glance
- Tasks: Prepare reports, conduct research, and collaborate with Financial Planners to provide top-notch advice.
- Company: Rapidly growing financial planning firm with a strong reputation for employee development.
- Benefits: Up to £50,000 salary, bonus, flexible working, and extensive holiday options.
- Other info: Flexible hours and hybrid working available, with excellent career progression opportunities.
- Why this job: Join a supportive team and grow your career in a dynamic financial environment.
- Qualifications: Paraplanning experience preferred; Level 4 Diploma is a plus but not mandatory.
The predicted salary is between 39600 - 48400 £ per year.
An ambitious and rapidly expanding national Financial Planning business is looking to recruit both a Paraplanner and a Senior Paraplanner as part of the continued growth of its Edinburgh office. These are genuine growth opportunities created through continued expansion, not replacement hires. Further recruitment is expected as the business continues to invest in Scotland. The company has built an excellent reputation for developing its people, promoting from within and offering long-term career opportunities across Technical, Financial Planning and Leadership roles.
The Roles:
- Paraplanner: Ideal for someone with around 12 months' Paraplanning experience who is looking to continue developing their technical knowledge within a supportive environment. You'll prepare suitability reports, undertake technical research and work closely with Financial Planners to deliver high-quality advice to clients. Applicants will ideally hold the Level 4 Diploma, although candidates who are close to achieving this will also be considered.
- Senior Paraplanner: The Senior Paraplanner will act as a technical mentor within the team, supporting colleagues with complex cases and sharing technical expertise. This is not a line management role and would suit someone who enjoys coaching others whilst remaining hands-on technically.
Career Development: Whether your ambition is to become Chartered, move into leadership or eventually become a Financial Planner, this business actively supports career progression. Paraplanners who achieve Level 4 and demonstrate the right aptitude are encouraged to apply for internal Trainee Financial Adviser opportunities, with internal candidates always considered before external recruitment.
Flexible Working: The hiring manager is keen to attract the right people and is genuinely open-minded when it comes to working arrangements. They're happy to consider:
- Full-time or part-time hours
- Compressed hours
- Flexible start and finish times
- Hybrid working
The team typically works around three days per week in the office. However, applicants looking for two days, or potentially even one day per week for the right person, are encouraged to have a confidential conversation.
Benefits:
- Salary up to £50,000
- Annual discretionary bonus
- 35-hour working week
- 25 days' holiday plus bank holidays
- Three additional office closure days over Christmas
- Buy or sell up to five days' holiday
- 7.5% employer pension contribution
- Private Medical Insurance with Vitality
- 4x Life Assurance
- Group Income Protection
- Employee share scheme
- Fully funded Chartered qualifications
- Eight paid study and revision days each year
If you're looking for a long-term career with a business that's continuing to invest in both its people and its future, we'd be delighted to tell you more.
Paraplanner / Senior Paraplanner in Edinburgh employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Senior Paraplanner in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner / Senior Paraplanner in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf. Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf. Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf. Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf. Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf. Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
