Strategic Financial Administrator

1 month ago


Aberdeen, Aberdeen City, United Kingdom undisclosed Full time

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
Requirements
  • 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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