Financial Planning Assistant

20 hours ago


Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time
Job Summary

Acumen Financial Planning seeks a highly skilled Paraplanner to join our award-winning team in Aberdeen, UK.

This hybrid role offers a competitive salary and a chance to work with an exemplary financial planning service.

The ideal candidate will be experienced in preparing and implementing recommendations, possessing strong analytical skills and attention to detail.

Duties and Responsibilities
  1. Manage client files effectively.
  2. Assist in the review process.
  3. Communicate with clients and stakeholders.
Requirements
  1. Part DipPFS qualified or equivalent.
  2. Excellent analytical and problem-solving skills.
  3. Strong interpersonal skills.

Estimated salary: £30,000 - £40,000 per annum based on location and industry standards.



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