Trainee Paraplanner
11 Days Old
Trainee Paraplanner Opportunity in Aberdeen
Kickstart Your Career in Financial Planning!
Are you a motivated and detail-oriented Financial Planning Administrator looking to develop your career in Financial Services? Our client is looking for a Trainee Paraplanner to join their established team in Aberdeen .
This is an opportunity offering hands-on experience, professional development, and the chance to work alongside experienced Financial Planners and Paraplanners. You’ll play a key role in delivering high-quality advice and support to their valued clients.
What You’ll Be Doing:
Supporting Financial Planners with research, analysis, and client reports
Preparing cash flow models and suitability letters
Assisting with client reviews and identifying planning opportunities
Collaborating with colleagues and external professionals
Ensuring compliance with all regulatory requirements
Building strong relationships with clients and team members
What We’re Looking For:
Working towards or keen to start the Diploma in Regulated Financial Planning
Good experience in financial planning administration in a similar setting
Strong communication, research, and report-writing skills
A keen eye for detail a...
- Location:
- Aberdeen
- Salary:
- £28,000 - £35,000 per annum
- Category:
- Accounting & Finance