Senior Paraplanner - Aberdeen

JohnstonGreer Ltd; Aberdeen City; On-site; GBP 38,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Exam support

Job summary

JohnstonGreer Ltd. is seeking a Senior Paraplanner in Scotland to support the Director with paraplanning, client management and complex financial advice. The role offers a salary of £38,000 to £48,000 plus benefits and exam support.

You will perform portfolio analysis, research, and formulating advice, with strong client contact and collaboration with the Financial Planner and support staff. Potential career progression to Financial Planner.

Qualifications

• Paraplanner with Level 4 exams or nearing completion.
• Experience supporting private client financial advice.

Responsibilities

• Conduct portfolio analysis and in-depth research.
• Formulate advice and prepare reports for clients.
• Maintain a high degree of client contact.
• Liaise with Financial Planner and Support staff.

Skills

Paraplanner

Portfolio analysis

Research

Report writing

Client contact

Liaison with planners

Education

Level 4 Paraplanner exams

Job description

Senior Paraplanner

£38,000 to £48,000 plus benefits and exam support

Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.

Working with some HNW clients regarding often complex advice your duties will include –

• portfolio analysis


• research work


• formulation of advice


• report writing


• high degree of client contact


• liaison with Financial Planner and Support staff

Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.