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- Tasks: Collaborate with Financial Advisers and produce detailed suitability reports.
- Company: Dynamic financial advisory firm based in Linlithgow.
- Benefits: Competitive salary, enhanced leave, pension options, and hybrid working model.
- Why this job: Make a real difference in clients' financial journeys while enjoying flexibility.
- Qualifications: Level 4 Diploma in Financial Planning and three years of experience required.
- Other info: Join a supportive team focused on positive client outcomes.
The predicted salary is between 28000 - 42000 £ per year.
A financial advisory company based in Linlithgow seeks an experienced Paraplanner for a full-time role. The successful candidate will collaborate closely with Financial Advisers, produce detailed suitability reports, and support clients in achieving positive outcomes. This position offers a hybrid working model, competitive salary of £35,000 per annum, and a range of benefits including enhanced leave and pension options.
The ideal candidate will hold a Level 4 Diploma in Financial Planning and have at least three years of relevant experience.
Senior Paraplanner - Hybrid, FCA-Compliant Reports in Linlithgow employer: s1jobs
Contact Detail:
s1jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Hybrid, FCA-Compliant Reports in Linlithgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of FCA-compliant reports and be ready to discuss how you've supported clients in the past. Show us that you can produce detailed suitability reports with ease!
✨Tip Number 3
Don’t forget to showcase your Level 4 Diploma in Financial Planning! Make sure to highlight this qualification during conversations with potential employers. It’s a key selling point that sets you apart from the competition.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and keeps everything in one place!
We think you need these skills to ace Senior Paraplanner - Hybrid, FCA-Compliant Reports in Linlithgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in producing suitability reports and working with Financial Advisers. We want to see how your skills align with what we're looking for!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Financial Planning! This is a key requirement, so make it stand out. We love seeing candidates who meet our qualifications right from the start.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and how you can support our clients in achieving positive outcomes.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application more efficiently. Let’s get started on this journey together!
How to prepare for a job interview at s1jobs
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around FCA-compliant reports. Be ready to discuss your experience in producing detailed suitability reports and how you've collaborated with Financial Advisers in the past.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills as a Paraplanner. Think about times when you supported clients in achieving positive outcomes and be ready to share these stories during the interview.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to financial advising and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Dress the Part
Even though it’s a hybrid role, first impressions matter. Dress professionally for the interview to convey your seriousness about the position. It sets a positive tone and shows respect for the interviewers and the company.
