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- Tasks: Provide high-level paraplanning support and create compliance reports.
- Company: Leading financial services company in Edinburgh with a supportive team culture.
- Benefits: Competitive salary, pension schemes, medical insurance, and study support.
- Why this job: Join a dynamic team and make a real impact in wealth planning.
- Qualifications: Experience in financial planning and a CII Diploma in Regulated Financial Advice.
- Other info: Hybrid working model with excellent career development opportunities.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial services company in Edinburgh seeks a Paraplanner to provide high-level paraplanning support. You will create compliance reports, assist in client meetings, and help manage ongoing client service strategies.
Candidates should have experience in financial planning and possess a CII Diploma in Regulated Financial Advice.
This role offers a supportive team environment and includes competitive benefits such as pension schemes, medical insurance, and study support.
Paraplanner - Wealth Planning Support (Hybrid) employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Wealth Planning Support (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance reports and client service strategies. We recommend practising common interview questions with a friend to boost your confidence.
✨Tip Number 3
Showcase your CII Diploma in Regulated Financial Advice prominently during interviews. It’s a key qualification that sets you apart, so don’t be shy about discussing how it has prepared you for this role.
✨Tip Number 4
Apply through our website for a smoother process! We’re all about making things easy for you, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Paraplanner - Wealth Planning Support (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, like the CII Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about paraplanning and how you can contribute to our supportive team environment. Keep it engaging and personal.
Showcase Your Compliance Knowledge: Since you'll be creating compliance reports, it's essential to demonstrate your understanding of compliance in your application. Share examples of your past experiences that relate to this area.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of the CII Diploma in Regulated Financial Advice. Being able to discuss compliance reports and client service strategies confidently will show that you're not just familiar with the role, but genuinely passionate about it.
✨Showcase Your Experience
Prepare examples from your past work where you've successfully assisted in client meetings or managed client service strategies. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see how your experience aligns with their needs.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the team environment and ongoing training opportunities. This shows that you're not only interested in the role but also in how you can grow within the company.
✨Dress the Part
Even though it's a hybrid role, make sure you dress professionally for the interview. First impressions matter, and looking polished will help convey your seriousness about the position. Plus, it sets a positive tone for the conversation!
