Paraplanner

Paraplanner

My client is a growing IFA practice, part of a larger network with a first-class reputation throughout Scotland. An opportunity has become available for an experienced Paraplanner to join their expanding Aberdeen office.

The business has performed well, and following a period of expansion, they require additional Paraplanner support for their IFAs.

In this role, you will be responsible for all technical aspects of supporting your adviser(s). Your tasks will include writing reports, creating 'reasons why' letters, following up on client queries, and conducting market research prior to meetings. You will develop strong relationships with high-net-worth clients, with the potential to take over client management as you grow within the company.

To be considered, you must be an experienced Paraplanner with experience working in an IFA environment. Chartered status is not required, but progress towards industry exams is necessary. The ideal candidate is dynamic, hardworking, and committed to exceeding client expectations and contributing to the company's growth.

In return, you will receive an excellent salary, benefits, bonuses, and support for further exams. You will work within a supportive, close-knit team. Please upload your CV to apply ASAP or contact Alison Curran at for more details.