Senior Paraplanner

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.

The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD

To be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. Your background will include both Pensions and Investments with excellent...