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- Tasks: Join a team to support Financial Advisors with research, analysis, and report writing.
- Company: A growing national IFA firm focused on building a passionate and skilled team.
- Benefits: Enjoy a salary up to £40,000, hybrid working, 28 days holiday, and excellent career progression.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and ideally hold a Level 4 Diploma in Financial Planning.
- Other info: Support for professional development and a friendly work culture.
The predicted salary is between 24000 - 40000 £ per year.
This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
- Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
- Providing accurate, timely and compliant suitability reports
- Utilising technology to produce accurate solutions
- Undertake financial calculations including CGT and annual allowances
- Ensuring all advice documentation is compliant
- Effectively communicating internally and externally
- Working closely with the Financial Advisers to gather sufficient information
- Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
Paraplanner Requirements
- You should have experience as a Paraplanner
- You should have good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
- You should be confident undertaking research and financial calculations
- You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
Paraplanner Benefits
- Salary of up to £40,000 depending on experience plus company benefits
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Paraplanner in Glasgow employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Glasgow
✨Tip Number 1
Familiarise yourself with the latest financial planning software and tools. Being proficient in technology will not only enhance your efficiency but also demonstrate your commitment to providing accurate solutions, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with current Paraplanners and Financial Advisors in Glasgow. Attend industry events or join relevant online forums to gain insights into the role and the company culture, which can help you tailor your approach during interviews.
✨Tip Number 3
Brush up on your knowledge of compliance and regulatory requirements in financial planning. Understanding these aspects will not only prepare you for the job but also show potential employers that you take compliance seriously.
✨Tip Number 4
Prepare to discuss specific examples of your past paraplanning experiences during interviews. Highlighting your ability to handle complex cases and produce bespoke advice will set you apart from other candidates.
We think you need these skills to ace Paraplanner in Glasgow
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the specific tasks mentioned in the job description, such as preparing pre-approval documents and writing suitability reports.
Tailor Your CV: Highlight your relevant experience as a Paraplanner in your CV. Emphasise your knowledge of financial planning, research skills, and any bespoke advice writing you've done for complex cases. Make sure to mention your Level 4 Diploma in Financial Planning if you have it.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to contribute to the company's growth. Mention specific examples of how your skills align with the job requirements, particularly in providing compliant financial solutions.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your information is clear and concise, as attention to detail is crucial in the financial sector.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles and practices. Be prepared to discuss specific strategies and tools you’ve used in the past, especially those related to cashflow modelling and suitability reports.
✨Showcase Your Research Skills
Demonstrate your ability to conduct thorough research during the interview. You might be asked about how you approach complex cases, so be ready to share examples of your analytical process and the outcomes of your research.
✨Prepare for Technical Questions
Expect questions that test your understanding of financial calculations, such as CGT and annual allowances. Practise explaining these concepts clearly, as you may need to communicate them to both clients and colleagues.
✨Emphasise Team Collaboration
Highlight your experience working closely with Financial Advisors and other team members. Share examples of how you’ve effectively communicated and collaborated to ensure compliance and accuracy in documentation.
