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Financial Planning Support Specialist

1 month ago

Aberdeen, United Kingdom Eden Scott Full time

Job Role Overview

A prestigious IFA practice based in Scotland is seeking an experienced Paraplanner to join their expanding Aberdeen office.

This opportunity will see you work closely with the company's highly regarded advisers, providing support and technical assistance in all aspects of financial planning.

Key responsibilities include:

  1. Preparation of detailed reports and 'reasons why' letters to support client meetings
  2. Assisting advisers with market research and data analysis
  3. Building strong relationships with the client base and contributing to business growth
  4. Supporting the development of new business initiatives and projects

To succeed in this role, you will require:

  • Experience working within an IFA environment
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • A proactive and results-driven approach

In return, you can expect:

  • A highly competitive salary and benefits package
  • The opportunity to work with a reputable and growing company
  • Support and training to help you achieve your career goals

This is an excellent opportunity for a motivated and dedicated individual to join a dynamic team and contribute to the success of a leading IFA practice.