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Paraplanner

Location: ABERDEEN, ABERDEENSHIRE, UNITED KINGDOM Salary: 30,000-40,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 1 month ago Reference: X3-365711

 Reed Insurance are recruiting for an excellent Financial Planners with offices across Scotland. Our client is seeking a high calibre Paraplanner to join the successful and growing team in Aberdeen

Responsibilities:

Preparing and Implementing recommendations
Act as the main point of contact and deal effectively with queries from other parties
Attend client meetings with planners, as and when required
Understand and review client financial information effectively
Assist with the writing of financial planning reports
Identify template report changes
Project work as required

Required skills:
Excellent customer service skills
Strong written communication skills
Experience working in a financial services environment, Ideally DipPFS qualified or working towards.
Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment

In return, you will receive a fantastic salary and excellent benefits package along with the chance to really progress your career within a leading firm.

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