Engage Talent Partners are working with our Aberdeen based client to source and recruit a collaborative and proactive Paraplanner.
The company is among the leading firms in Scotland, with decades of experience in financial planning. The company has developed strong relationships with its clients, and you would be joining a team that prioritises this.
You will play a key role in maintaining technical standards and ensuring an efficient and consistent client journey while provide exceptional technical support and high levels of service to assist with the achievement of the Company’s strategic goals.
The main responsibilities of the role are;
- Prepare and maintain client files; analyse qualitative and quantitative client data, prioritise client needs.
- Produce suitability reports across a broad range of areas, such as, pensions, investments, and protection.
- Prepare recommendations; undertake research and identify solutions, prepare recommendation reports.
- Implement recommendations; prepare suitability letters, complete applications/ proposals.
- Review investment portfolio, asset allocation and risk profile.
- Undertake research, analysis, and cashflow modelling to support financial planning recommendations.
The ideal candidate will be FPC qualified or equivalent and have achieved a Level 4 Diploma in Financial Planning. You will have previous experience in paraplanning within a wealth management firm as well as having good technical knowledge and sound understanding of the Financial Planning Process. A strong knowledge covering pensions, investments, and cashflow modelling are essential. Familiarity with systems such as Intelliflo Office and FE Analytics is desirable but not essential
This is a full-time position, and the successful candidate will receive an excellent salary package, flexible working and hybrid working options as well as a range of other benefits.
If this interests you, then please submit your CV for immediate review.