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...