Our client is looking for an experienced Paraplanner to join their team in Aberdeen.
The firm are an Independent Chartered Financial Planning firm with a heritage that spans more than three decades. They have more than 60 team members including Financial Planners, Paraplanners, Admin Support, Client Care and Business Support Teams., operating across 11 offices.
A competitive package based on qualifications and experience
The Role
To work closely with the Financial Planners and Paraplanning Team to ensure they deliver the best advice and service to their clients across a wide range of areas.
The successful candidate will:
- Working towards or being Level 4 qualification or higher
- Provide technical research, analysis and support to the Financial Planners using cash flow modelling, FE Analytics, O&M and other planning and research tools
- Research suitable planning solutions and prepare client friendly suitability reports
- Ideally have experience of Cash flow modelling
- Have strong attention to detail and accuracy
- Have good IT Skills including working knowledge of MS Office
- Effectively manage their personal workload to meet individual and team deadlines
- Share ideas to improve working practices and processes within the business
In addition to the above, the successful candidate will be adaptable, confident in decision making, problem solving and be committed to their personal development.
Paraplanner, Aberdeen (BP-1399)
Our client is looking for an experienced Paraplanner to join their team in Aberdeen.
The firm are an Independent Chartered Financial Planning firm with a heritage that spans more than three decades. They have more than 60 team members including Financial Planners, Paraplanners, Admin Support, Client Care and Business Support Teams., operating across 11 offices.