Paraplanner

11 Days Old

Paraplanner Opportunity in Aberdeen Are you a detail-driven professional with a passion for financial planning? Join a dynamic team in Aberdeen where your expertise will help shape the future of client advice and financial strategy. What You’ll Be Doing: Collaborating with Financial Planners to deliver high-quality, compliant advice reports Conducting in-depth client analysis and building cash flow models Preparing suitability reports and supporting client reviews Liaising with clients and professional partners to implement financial strategies Enhancing internal processes and contributing to team projects What We’re Looking For: Diploma in Regulated Financial Planning Experience in financial services and a strong grasp of financial products Exceptional research, report writing, and communication skills Organised, detail-oriented, and confident managing multiple caseloads Proficient in Microsoft Office and different provider platforms What You’ll Get: Competitive salary and benefits package A supportive, collaborative team environment Training and development with study support towards further professional qualifications A chance to grow your career in a respected and forward-thinking firm Ready...
Location:
Aberdeen
Salary:
£38,000 - £48,000 per annum
Category:
Accounting & Finance

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