Paraplanner

IDEX Consulting

Aberdeen, Scotland, gb

Job description

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

Apply now

Looking for Paraplanner jobs in Aberdeen? Top Salaries! Full time, part time and contract. ABERDEEN Visit FindEveryJob UK for the widest selection of top UK jobs. Full time, part time and work from home roles.

Not quite what you're looking for? Here's some similar jobs

Paraplanner Aberdeen, Scotland, gb My client is a growing IFA practice, part of a larger network with a first class reputation throughout the Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office. The business has highly performed a more »