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