Paraplanner

s1jobs; Aberdeen City; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Excellent salary

Support for further exams

Bonuses

Close-knit team environment

Job summary

A leading IFA practice in Aberdeen is seeking an experienced Paraplanner to join its expanding team. The role involves providing technical support to advisers, managing client relationships, and contributing to the growth of the practice. The ideal candidate will be dynamic, hardworking, and on track for industry qualifications. This position offers a competitive salary and benefits, with opportunities for further professional development.

Qualifications

• Experienced Paraplanner in IFA environments.
• Dynamic and committed to client satisfaction.
• Capable of developing relationships with high-net-worth clients.

Responsibilities

• Support advisers by writing reports and creating 'reasons why' letters.
• Conduct market research prior to meetings.
• Follow up on client queries.

Skills

Client management

Report writing

Market research

Communication

Education

Progress towards industry exams

Job description

Paraplanner

My client is a growing IFA practice, part of a larger network with a first-class reputation throughout Scotland. An opportunity has become available for an experienced Paraplanner to join their expanding Aberdeen office.

The business has performed well, and following a period of expansion, they require additional Paraplanner support for their IFAs.

In this role, you will be responsible for all technical aspects of supporting your adviser(s). Your tasks will include writing reports, creating 'reasons why' letters, following up on client queries, and conducting market research prior to meetings. You will develop strong relationships with high-net-worth clients, with the potential to take over client management as you grow within the company.

To be considered, you must be an experienced Paraplanner with experience working in an IFA environment. Chartered status is not required, but progress towards industry exams is necessary. The ideal candidate is dynamic, hardworking, and committed to exceeding client expectations and contributing to the company's growth.

In return, you will receive an excellent salary, benefits, bonuses, and support for further exams. You will work within a supportive, close-knit team. Please upload your CV to apply ASAP or contact Alison Curran at 01315501125 for more details.