Paraplanner

2 months ago

Aberdeen, United Kingdom Close Brothers Group Full time

OVERALL SUMMARY

Join Close Brothers Asset Management to support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

RESPONSIBILITIES

  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
  • Undertake research to identify suitable solutions to meet the client’s needs.
  • Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Check all compliance paperwork and internal sign off documents are present.
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
  • Request and obtain application forms and other associated paperwork.
  • Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
  • On-going servicing of clients, for example withdrawals or fund switches.
  • Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

  • Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified
  • Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multi-task and to prioritise and plan own workload.
  • Strong IT skills.
  • Good report writing and communication skills.
  • A “can do” approach.

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1

  • Paraplanner Manager FTC

    2 months ago

    Aberdeen, United Kingdom Close Brothers Group Full time

    OVERALL SUMMARYManagement of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be responsible for a number of centralised Paraplanning or technical activities.RESPONSIBILITIESRecruit, manage, train and develop high calibre Paraplanners within budget and...

  • Strategic Financial Administrator

    4 weeks 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...

  • Senior Financial Services Coordinator

    1 week ago

    Aberdeen, United Kingdom Eden Scott Full time

    We are seeking an experienced Paraplanner to join our rapidly expanding Aberdeen office, as part of our Financial Services team at Eden Scott. As a key member of our team, you will be responsible for the technical aspects of supporting our Independent Financial Advisors (IFAs), including preparing reports, creating "reasons why" letters, and conducting...

  • Financial Planner Support Specialist

    4 weeks ago

    Aberdeen, United Kingdom Eden Scott Full time

    About the RoleEden Scott is seeking an experienced Paraplanner to join their Aberdeen office. The successful candidate will be responsible for providing technical support to their IFAs, including writing reports, creating reasons why letters, and carrying out market research.Main ResponsibilitiesSupport IFAs with technical aspects of their workWrite reports...

  • Financial Adviser

    4 months ago

    Aberdeen, United Kingdom IDEX Consulting Ltd Full time

    Are you an adviser who is newly qualified and don’t have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Financial Adviser

    4 months ago

    Aberdeen, United Kingdom IDEX Consulting Ltd Full time

    Are you an adviser who is newly qualified and don’t have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Senior Financial Support Specialist

    1 week ago

    Aberdeen, United Kingdom Eden Scott Full time

    Eden Scott, a reputable award-winning organisation with offices throughout Scotland, is seeking an experienced Financial Support Specialist for its busy Aberdeen office.The role involves providing technical support to Independent Financial Advisors (IFAs), including writing detailed reports, creating 'reasons why' letters, and conducting market research.Key...

  • Junior Financial Adviser

    3 days ago

    Aberdeen City, United Kingdom Idex Consulting Ltd Full time

    Are you an adviser who is newly qualified and don't have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Financial Adviser

    4 months ago

    Aberdeen, Scotland, Aberdeenshire, United Kingdom IDEX Consulting Ltd Full time

    Are you an adviser who is newly qualified and don’t have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Administration Pensions Specialist

    1 month ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    This role will see you playing a key part in ensuring the highest possible standard of client service delivery within IDEX Consulting's Pensions Division.Working closely with Financial Advisers and support staff, you will be responsible for providing an essential quality sales support function.Your primary duties will include:Reviewing and analyzing fact...

  • Graduate Financial Advisor

    6 months ago

    Aberdeen, United Kingdom Cammach Bryant Full time

    Our client is looking for a Graduate Financial Advisor for a permanent position, located in Aberdeen. **ROLE** Our two year graduate programme will give you all the skills and support you need to unlock a future that’s packed with opportunities and new experiences within financial services and wealth management. You’ll enjoy a fast-tracked business...

  • Ifa Administrator

    2 weeks ago

    Aberdeen City, United Kingdom Reed- Unlimited Full time

    Do you have some experience within IFA administration and are looking for more responsibility?Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive...