Strategic Financial Administrator
1 month ago
We are seeking a skilled Paraplanner to provide administrative support to our Financial Planners in Aberdeen, working on a hybrid basis.
Acumen Financial Planning is a leading independent firm in the UK, offering an exceptional financial planning service to client families. We are looking for a talented Paraplanner to join our award-winning team.
The Paraplanner will support the Financial Planners in the efficient management and administration of client recommendations and the review process.
Main Responsibilities- Preparing and maintaining accurate client files
- Implementing recommendations and assisting with the review process
- Acting as the primary point of contact for queries from other parties
- Attending client meetings with planners, as required
- Reviewing and understanding client financial information effectively
- Assisting with the writing of financial planning reports
- Identifying changes to template reports
- Contributing to project work as needed
- Excellent customer service skills
- Strong written communication skills
- Experience working in a financial services environment, ideally with a part DipPFS qualification, although not essential
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Strategic Financial Director
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Financial Administrator
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