DB Financial Planner

2 weeks ago


Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

Job Opportunity: Experienced Paraplanner Wanted for Aberdeen Office

About the Role:

We are seeking a dynamic and committed individual to join our team as a Paraplanner in our busy Aberdeen office. As a Paraplanner, you will play a crucial role in supporting our financial advisers by writing reports, creating 'reasons why' letters, following up on client queries, and conducting market research.

Key Responsibilities:

  • Write detailed reports to support financial advisers
  • Prepare 'reasons why' letters to clients
  • Follow up on client queries and concerns
  • Conduct market research to support adviser meetings

What We Offer:

In return for your hard work and dedication, you will be offered a competitive salary, excellent benefits, and bonus opportunities. You will also have the chance to work with a highly reputable firm like Eden Scott, where you can grow your career and contribute to our success.


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