Job Description
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