A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen.
The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Responsibilities:

• Support the Financial Planners to enable the achievement of targets and meet client expectations
• Full analysis of client requirements, development of cash flow models and accurate recording of client data
• Research in preparation of client recommendations
• Prepare suitability reports and letters
• Schedule and prepare client reviews, updating cash flow models, performance analysis, production of supporting reports and identifying opportunities and threats
• Liaise with clients by telephone, email, letter and attend meetings
• Liaise with other professional Advisers e.g. Solicitors and Accountants

Skills and qualifications:

• Attained or working towards the Diploma in Regulated Financial Planning
• Experience working in a financial services environment
• Strong understanding of financial products and services
• Excellent administrative, research, report writing
• Proficient in the use of Microsoft Office

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