Trainee Paraplanner

Eden Scott; Aberdeen City; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

An established industry player is seeking a Trainee Paraplanner to join their dynamic team in Aberdeen. This role offers a unique opportunity to gain broad exposure to financial planning while working closely with experienced paraplanners. You will be involved in compiling suitability reports, conducting product analysis, and providing technical support to advisers. The ideal candidate will possess strong analytical skills, attention to detail, and a commitment to client service. With a competitive salary and the potential for hybrid working, this position is perfect for someone looking to grow their career in financial services.

Benefits

Annual Bonus

Hybrid Working Option

Qualifications

• Demonstrable knowledge of Financial Services Admin/Paraplanning.
• Organised, analytical, and detail-oriented with integrity.

Responsibilities

• Compile suitability reports and conduct product analysis.
• Support advisers and maintain client relationships.

Skills

Financial Services Administration

Paraplanning

Analytical Skills

Attention to Detail

Teamwork

Education

Diploma in Regulated Financial Planning

Tools

Cashflow Modelling

Wrap Comparators

Job description

Eden Scott is delighted to be supporting our established client again with the recruitment of a Trainee Paraplanner to join their team in Aberdeen.

Our client provides bespoke consultancy advice to commercial and private clients. Their team is truly independent, so they can offer the best advice from across the market, finding the most suitable products and services to suit their clients.

They are looking for a Trainee Paraplanner to join their growing business. The role will involve working closely with the existing paraplanners to support their Advisers in looking after a portfolio of clients. The successful candidate will be provided with a broad exposure to financial planning matters.

THE ROLE

1. Compiling suitability reports detailing the recommended advice to suit the client's needs
2. Using various providers systems for carrying out specific client actions including rebalancing, fund switches, withdrawals, amendments to income and submitting new business
3. Completing Fund, Model and Platform research and analysis
4. Carrying out product analysis and comparisons
5. Working closely with the IFA Administrators to proceed with preparation of the pack for the client
6. Providing technical support to advisers and administrators regarding complex planning matters
7. Implementing recommendations
8. Preparing reports for client review meetings
9. Updating client information and relevant spreadsheets
10. Building and maintaining client relationships
11. General administration

THE PERSON

You will have demonstrable knowledge and experience of Financial Services Admin/Paraplanning, including knowledge of appropriate back-office systems such as Cashflow Modelling, Wrap comparators, etc.

You will be organised, analytical, able to follow direction and demonstrate attention to detail.

Integrity, intuition, flexibility, and the ability to work as a member of a team are also essential qualities.

Preferred starting level of qualification for this role is the Diploma in Regulated Financial Planning or working towards.

A competitive salary and annual bonus is on offer together with hybrid working as an option.

Interested? Then please click on the link to apply or send your updated CV to me at [e-mail]