Paraplanner

Eden Scott is delighted to be supporting our established client again with the recruitment of a Paraplanner or Trainee Paraplanner to join their team in Aberdeen.

The role will involve working closely with the existing paraplanners to support their Advisers in looking after a portfolio of clients. The successful candidate will be provided with a broad exposure to financial planning matters.

THE ROLE

 Compiling suitability reports detailing the recommended advice to suit the client's needs

 Using various providers systems for carrying out specific client actions including rebalancing, fund switches, withdrawals, amendments to income and submitting new business

 Completing Fund, Model, DFM and Platform research and analysis

 Carrying out product analysis and comparisons

 Working with the Administration team to proceed with preparation of the pack for the client

 Providing technical support to advisers and administrators regarding complex planning matters

 Implementing recommendations

 Preparing reports for client review meetings

 Updating client information and relevant spreadsheets

 Building and maintaining client relationships

 General administration

THE PERSON

You will have experience in a Paraplanning role or at Senior FS Administration level looking for progression

You will be organised, analytical, able to follow direction and demonstrate attention to detail.

Integrity, intuition, flexibility, and the ability to work as a member of a team are also essential qualities.

A competitive salary and annual bonus is on offer together with hybrid working as an option.

Interested? Then please click on the link to apply or send your updated CV to me at nicky.johnston@edenscott.com