Administrative Support for Financial Planners
3 days ago
We are Acumen Financial Planning, a leading independent firm dedicated to providing exemplary financial planning services to client families across the UK. Our team is passionate about delivering outstanding results and exceptional client experiences, and we're now seeking a skilled Paraplanner to join our award-winning team in Aberdeen.
Responsibilities- Support our Financial Planners in managing client files and documentation, ensuring accuracy and compliance with regulations
- Assist with the preparation and implementation of client recommendations, including project work and tasks
- Serve as primary point of contact for clients and other stakeholders, providing prompt and effective responses to queries and concerns
- Support client meetings and reviews, contributing to the development of comprehensive financial plans
- Analyze and review client financial information to inform support and decision-making
- Collaborate with the team to develop high-quality financial planning reports and materials
- Proven experience working in a financial services environment, preferably with part DipPFS qualification or equivalent
- Strong written and verbal communication skills, with ability to build strong relationships with clients and colleagues
- Excellent customer service and interpersonal skills, with a focus on delivering exceptional client experiences
The salary range for this position is £50,000 - £65,000 per annum, commensurate with experience. The successful candidate will be based in Aberdeen and will be expected to work a standard 35-hour week.
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