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- Tasks: Support Financial Advisers by preparing reports, conducting research, and analysing client portfolios.
- Company: Join a leading Financial Advice Company in Glasgow with a strong reputation in the industry.
- Benefits: Enjoy a competitive salary, hybrid working options, and excellent benefits including study support.
- Why this job: This role offers growth opportunities in a fast-paced environment with high-net-worth clients.
- Qualifications: Candidates should be on track for Level 4 Diploma or equivalent with paraplanning experience.
- Other info: Recruit UK values career happiness and provides tailored support throughout your job journey.
The predicted salary is between 36000 - 54000 £ per year.
Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work within a well-established office supporting Financial Advisers. You will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.
This is an excellent opportunity for a responsible, self-motivated, well-organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc.
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary up to £45k
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Enroute to Level 4 Diploma (Dip PFS) or equivalent
- Paraplanning experience
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest compliance procedures and regulations in the financial sector. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a fast-evolving industry.
✨Tip Number 3
Consider reaching out to current employees at the company you’re applying to. A quick chat can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss specific examples of your paraplanning experience during interviews. Highlight your analytical skills and any successful projects you've worked on, as this will showcase your ability to support financial advisers effectively.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant skills. Focus on your ability to support financial advisers, conduct research, and prepare recommendation reports, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your motivation to work with a leading financial advice company. Mention your journey towards the Level 4 Diploma and how it aligns with the company's goals.
Highlight Relevant Skills: In your application, emphasise your IT skills and organisational abilities. Provide examples of how you've successfully managed client portfolios and adhered to compliance procedures in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss specific examples of how you've researched and analysed these products in your previous roles.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in the financial services industry, be ready to talk about your understanding of compliance procedures. Highlight any experience you have in ensuring adherence to regulations in your past work.
✨Showcase Your IT Skills
As a paraplanner, you'll need good IT skills. Be prepared to discuss the software and tools you are familiar with, and how you've used them to enhance your efficiency in preparing reports and analyses.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you've had to draft recommendations or handle client queries, and be ready to explain your thought process and outcomes.