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 to take your Paraplanning career to the next level?Apply now and be part of a team that values precision, collaboration, and professional development.
For a confidential chat, contact Pauline Low at Reed on . Looking forward to hearing from you.