Trainee Paraplanner

Kick Start Your Career as a Trainee Paraplanner in the North Aberdeen Area!

Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our client’s established team is seeking a motivated Trainee Paraplanner,

How You’ll Make an Impact:

• You’ll provide essential technical support to their advisers, ensuring they deliver maximum value to their clients
• As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans
• You’ll gather qualitative and quantitative information to create compliant and comprehensive financial plans
• Review and enhance their range of client propositions

Your Principal Accountabilities:

• Understand client objectives by collaborating with advisers
• Analyse client file notes, fact finds, and meeting notes to support advice
• Obtain necessary information for accurate financial projections
• Prepare for client meetings, ensuring advice aligns with client needs
• Work closely with product providers and third parties
• Assist advisers during client presentations and address technical queries

Crafting Clear Reports:

• Draft comprehensive financial plans using our house style
• Skilfully manipulate software for accurate projections
• After client planning meetings, produce polished reports
• Keep up to date with regulatory changes and market developments

Your Skills and Qualifications:

• Some paraplanning experience in a similar setting or experienced in providing comprehensive IFA administrative support
• Level 4 Diploma qualified or working towards it
• Ideally proficient in working with a range of Financial Services systems and various Platform/Provider websites

Why Choose Our Clients Team?

• Competitive salary DOE/Qualifications
• Supportive, friendly and collaborative working environment
• Study support and career growth opportunities
• Competitive benefits package
• Free parking

Ready to embark on this exciting journey? Submit your CV today or contact Pauline Low at Reed on or via LinkedIn