Financial Services Admin: Path to Paraplanner (Local)

Shearwater Recruitment; Inverurie; On-site; GBP 21,000 - 26,000; Full time

Job summary

Shearwater Recruitment is supporting a small financial planning practice in Inverurie, Scotland, offering an administration role with a clear path toward paraplanning for the right person.

The candidate should have a couple of years in financial services, be well organised, and comfortable with the language of financial planning. You'll support advisers and paraplanners, maintain client files, liaise with providers, and manage general office administration.

Qualifications

• A couple of years in financial services and understanding of financial planning language/terminology.
• Strong organisation and attention to detail.
• Willingness to develop towards paraplanning.

Responsibilities

• Support advisers and paraplanners.
• Prepare and maintain client files and records.
• Liaise with providers and process business.
• Handle general office and client servicing administration.

Skills

financial services

well organised

language of financial planning

Job description

Shearwater Recruitment is supporting a small financial planning practice in Inverurie, Scotland, offering an administration role with a clear path toward paraplanning for the right person.

The candidate should have a couple of years in financial services, be well organised, and comfortable with the language of financial planning. You'll support advisers and paraplanners, maintain client files, liaise with providers, and manage general office administration.