My client is a growing IFA practice, part of a larger network with a first-class reputation throughout Scotland. A rare job opportunity has become available for an experienced Paraplanner to join their rapidly expanding Aberdeen office.
The business has highly performed and following a period of expansion requires additional Paraplanner support to their IFAs.
In the role, you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries, and carrying out market research on behalf of advisers prior to meetings. You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take over clients as you grow as an individual as an option.
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The business has highly performed and following a period of expansion requires additional Paraplanner support to their IFAs.
In the role, you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries, and carrying out market research on behalf of advisers prior to meetings. You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take over clients as you grow as an individual as an option.
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