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 Proficient in the use of Microsoft Office Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
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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 Proficient in the use of Microsoft Office Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
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