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:
1. Working towards or keen to start the Diploma in Regulated Financial Planning
2. Good experience in financial planning administration in a similar setting
3. Strong communication, research, and report-writing skills
4. A keen eye for detail a...