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.
#J-18808-Ljbffr