IFA Paraplanner

JohnstonGreer Ltd; Aberdeen City; On-site; GBP 30,000 - 38,000; Full time

Job summary

A regional financial advisory firm in Aberdeen seeks an IFA Paraplanner to assist private clients with comprehensive financial advice, including investments and retirement planning. The successful candidate will focus on report writing, working closely with Financial Planners, and conducting thorough research on funds and products. Experience in a similar capacity is essential. A competitive salary of £30,000 to £38,000 plus benefits is offered.

Qualifications

• Experience in report writing in an IFA environment.
• Background as a Senior IFA Advisor Support or Paraplanner.

Responsibilities

• Prepare report writing including template-driven and bespoke reports.
• Assist financial planners closely in their activities.
• Conduct research regarding funds and products.
• Maintain compliance and database records.
• Engage in consistent client interactions.

Skills

Report writing

Research skills

Client communication

Compliance knowledge

Job description

IFA Paraplanner £30,000 to £38,000 plus benefits

Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.

Responsibilities

• report writing (template driven and bespoke)
• working closely with the Financial Planner
• liaising with other team members regarding research and valuations
• fund and product research
• compliance
• database work
• good level of client contact
• utilisation of platforms and research tools

You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.

If you are interested in this position click the apply button below or you can email your details to [e-mail].