Senior Paraplanner: Expert Research

A regional financial advisory firm in Aberdeen seeks an IFA Paraplanner to assist private clients with comprehensive financial advice, including investments and retirement planning. The successful candidate will focus on report writing, working closely with Financial Planners, and conducting thorough research on funds and products. Experience in a similar...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.The role will be exceptionally in depth with client facing elements as and when you gain expertise.ResponsibilitiesPreparation of Suitability ReportsLiaising...

My client is a highly respected IFA firm based on the outskirts of Aberdeen. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability...

IFA Paraplanner £30,000 to £38,000 plus benefitsParaplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.Responsibilitiesreport writing (template driven and...

Description £38,000 to £44,000 plus benefits and exam support Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has...

ParaplannerMy client is a growing IFA practice, part of a larger network with a first-class reputation throughout Scotland. An opportunity has become available for an experienced Paraplanner to join their expanding Aberdeen office.The business has performed well, and following a period of expansion, they require additional Paraplanner support for their...

A highly respected wealth management firm in Edinburgh is seeking an experienced paraplanner/senior paraplanner to support their senior planner during a growth phase. Key responsibilities include preparation of suitability reports and market research. The ideal candidate will possess strong report writing skills and a passion for the financial sector, with...

My client is a highly respected wealth management firm with an office based in Edinburgh. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth.The role will be exceptionally in depth with client facing elements as and when you gain...

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to:Review fact finds, file notes, client risk profile...

Job description This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes,...