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Paraplanner

Reed
Posted 12 days ago, valid for 4 days
Location

Aberdeen, Aberdeenshire AB21 9QR

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • A Paraplanner opportunity is available in Aberdeen for detail-driven professionals passionate about financial planning.
  • Candidates should have a Diploma in Regulated Financial Planning and experience in financial services, with a strong grasp of financial products.
  • The role involves collaborating with Financial Planners, conducting client analysis, and preparing suitability reports.
  • The position offers a competitive salary along with a benefits package and opportunities for professional development.
  • Applicants should be organized, detail-oriented, and proficient in Microsoft Office, with the ability to manage multiple caseloads.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.