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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 and excellent organisational abilities
- Proficiency in Microsoft Office
What’s On Offer:
- Competitive salary and benefits package
- A supportive, collaborative team environment
- Training and development with study support towards professional qualifications
- A chance to grow your career in a respected and forward-thinking firm
Ready to launch your career in financial planning? Apply now and become part of a team that values your growth and success. For a confidential chat, contact Pauline Low at Reed on
