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For Companies At a Glance
- Tasks: Support Financial Advisers with admin and paraplanning tasks in a dynamic environment.
- Company: Join a thriving wealth management team in the heart of Edinburgh.
- Benefits: Enjoy hybrid working, a supportive culture, and clear growth pathways.
- Why this job: Kickstart your finance career with real prospects and a collaborative team spirit.
- Qualifications: Be organised, detail-oriented, and confident in client interactions.
- Other info: Office Angels promotes inclusivity and equal opportunities for all applicants.
The predicted salary is between 19000 - 22000 £ per year.
Edinburgh City Centre | Hybrid Working | 23,000 - 26,000 per annum | Permanent | Full-Time
The Perks:
- Hybrid working model
- Supportive and collaborative team culture
- Clear pathways for professional growth and development
Ready to build a future in finance? An exciting opportunity has opened up for a motivated and detail-driven individual to join a thriving wealth management team as a Financial Administrator / Trainee Paraplanner. Whether you're just starting out or looking to level up your experience, this is your chance to develop your skills in a supportive, fast-paced environment!
What You'll Be Doing:
- Supporting Financial Advisers with top-tier administrative and paraplanning assistance.
- Preparing key client documentation - think reports, valuations, illustrations, and quotes.
- Processing new business paperwork, ensuring accuracy and compliance with quality standards.
- Responding to client and third-party queries with professionalism and efficiency.
What You Bring to the Table:
- Confident, professional, and comfortable liaising with clients and external partners.
- Organised, detail-oriented, and thrives under pressure.
- A strong communicator with a knack for discretion and confidentiality.
- IT-proficient, numerically sharp, and ready to solve problems proactively.
Your Next Chapter Starts Here: If you're ready to step into a rewarding role with real career prospects in financial services, we want to hear from you!
This vacancy is being advertised on behalf of Office Angels who are operating as an employment agency. Office Angels are an equal opportunities employer.
To apply, please send your CV and cover letter to edinburgh@office-angels.com. Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.
If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Financial Administrator/Trainee Paraplanner employer: Office Angels Limited
Contact Detail:
Office Angels Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator/Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding key concepts and terminology will help you engage in meaningful conversations during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the finance sector, particularly those working as Financial Administrators or Paraplanners. Attend industry events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial administration. Think about how you would handle client queries or ensure compliance with quality standards, as these are crucial aspects of the job.
✨Tip Number 4
Showcase your IT proficiency by being familiar with common financial software and tools. If you have experience with specific programmes, be ready to discuss how you've used them to improve efficiency or accuracy in previous roles.
We think you need these skills to ace Financial Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Financial Administrator/Trainee Paraplanner. Emphasise your organisational skills, attention to detail, and any previous experience in finance or administration.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to work in wealth management and how your background makes you a suitable candidate. Be sure to address the key responsibilities mentioned in the job description.
Showcase Your Communication Skills: Since the role involves liaising with clients and external partners, highlight your communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated in previous roles or situations.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Office Angels Limited
✨Showcase Your Organisational Skills
As a Financial Administrator/Trainee Paraplanner, being organised is key. Prepare examples of how you've managed multiple tasks or projects efficiently in the past. This will demonstrate your ability to thrive under pressure.
✨Communicate Clearly and Professionally
Since the role involves liaising with clients and external partners, practice articulating your thoughts clearly. Use professional language and maintain a confident tone during the interview to reflect your communication skills.
✨Demonstrate IT Proficiency
Be ready to discuss your experience with financial software or tools. If you have specific examples of how you've used technology to solve problems or improve processes, share those during the interview.
✨Prepare for Client Scenarios
Think about potential client queries you might encounter in this role. Prepare responses that showcase your problem-solving abilities and your commitment to providing excellent service, as this will highlight your readiness for the position.
