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PARAPLANNER

Location: ABERDEEN AIRPORT, ABERDEENSHIRE Salary: Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: 3076699
I'm working with a UK Leading Wealth Management Company who are looking for an experienced, Paraplanner to join their Aberdeen office

Summary:
* Provide appropriate support for Financial Planning Managers
• Facilitate the smooth processing of new and existing business.
• Liaise with the administration team.
• Assist with monitoring the performance and work throughput of the administration team thereby ensuring standards are maintained and deadlines are met.

Role Requirements
• Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.
• Analyses client’s aims and needs to construct solutions as a tool for advisors to communicate to clients.
• Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more senior Paraplanners and Advisors.
• Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.
• Supports preparation of client review and new client meetings.
• Supports client delivery under the guidance of Financial Advisors/Planners.
• Actively developing product and industry knowledge.

Qualifications
• CII Level 4 Diploma in Regulated Financial Planning or equivalent.


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