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Opportunity: Paraplanner Role in Aberdeen
A successful Independent Financial Advisor (IFA) based in Aberdeen is seeking to fill a Paraplanner position. The role is suitable for experienced Paraplanners or Senior Administrators ready to advance into a Paraplanner role.
Responsibilities:
1. Support Financial Planners to achieve targets and meet client expectations.
2. Conduct full analysis of client requirements, develop cash flow models, and accurately record client data.
3. Research in preparation for client recommendations.
4. Prepare suitability reports and correspondence.
5. Schedule and prepare for client reviews, update cash flow models, perform performance analysis, produce supporting reports, and identify opportunities and threats.
6. Communicate with clients via telephone, email, and meetings.
7. Coordinate with other professionals such as Solicitors and Accountants.
Skills and Qualifications:
* Attained or working towards the Diploma in Regulated Financial Planning.
* Experience in a financial services environment.
* Strong understanding of financial products and services.
* Proficient in Microsoft Office.
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