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For Companies At a Glance
- Tasks: Conduct research, prepare reports, and support financial planning with expert advisers.
- Company: Join a respected Wealth Management firm in Glasgow that values its team and clients.
- Benefits: Enjoy hybrid working, career development opportunities, and a supportive work culture.
- Why this job: Be part of a stable company with a strong reputation and collaborative environment.
- Qualifications: Level 4 Diploma and experience in Paraplanning with strong technical knowledge required.
- Other info: Opportunity for career progression towards Senior Paraplanning or Advisory roles.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner looking to join a forward-thinking, client-focused Wealth Management firm in Glasgow? This is an exciting opportunity to work with a well-established and highly regarded business that truly values its team, offering career progression, flexibility, and a supportive environment.
Why This Role?
? Work with High-Calibre Advisers – Collaborate closely with a team of expert Financial Planners who value your input in delivering exceptional client outcomes.
? Hybrid & Flexible Working – Enjoy a balance of home and office working to suit your lifestyle.
? Career Development – The firm actively supports further qualifications and career progression towards Senior Paraplanning or Advisory roles.
? Strong Culture & Stability – Join a company with a fantastic reputation, where people genuinely enjoy coming to work. The Role:
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Conduct detailed research and analysis to support financial planning recommendations.
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Prepare comprehensive suitability reports and ensure compliance with regulatory requirements.
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Liaise with advisers and clients to ensure smooth, efficient financial planning processes.
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Keep up to date with industry changes and contribute to the continuous improvement of the firm’s processes.
? Level 4 Diploma
? Experience in a Paraplanning role within an IFA or Wealth Management firm.
? Strong technical knowledge across pensions, investments, and tax planning.
? Excellent attention to detail and report-writing skills.
Paraplanner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the Wealth Management sector, especially those who work in Glasgow. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Stay updated on the latest trends and changes in financial regulations and planning. This knowledge will not only help you in interviews but also demonstrate your commitment to continuous improvement and professional development.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to client outcomes in your previous roles. Highlight your experience with detailed research and analysis, as well as your ability to prepare comprehensive suitability reports.
✨Tip Number 4
Familiarize yourself with the firm's values and culture. Tailor your conversations during interviews to reflect how your personal values align with theirs, emphasizing your desire to be part of a supportive and collaborative team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required qualifications, such as the Level 4 Diploma and experience in a Paraplanning role.
Tailor Your CV: Customize your CV to highlight relevant experience in financial planning, particularly in pensions, investments, and tax planning. Emphasize your attention to detail and any previous roles that involved report writing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to contribute to a client-focused firm. Mention how your skills align with the company's values and culture.
Highlight Continuous Learning: In your application, express your commitment to professional development and career progression. Mention any additional qualifications you are pursuing or plan to pursue that align with the firm's support for further education.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Technical Knowledge
Be prepared to discuss your understanding of pensions, investments, and tax planning in detail. Highlight specific examples from your previous experience that demonstrate your expertise and how it can benefit the firm.
✨Emphasize Collaboration Skills
Since the role involves working closely with Financial Planners, share instances where you successfully collaborated with a team. Discuss how your input has led to positive client outcomes and improved processes.
✨Demonstrate Attention to Detail
Prepare to provide examples of how your attention to detail has positively impacted your work, especially in report writing and compliance. This will show that you understand the importance of accuracy in financial planning.
✨Express Your Commitment to Career Development
Talk about your aspirations for further qualifications and career progression. Show enthusiasm for continuous learning and how you plan to contribute to the firm's growth while advancing your own career.
