Paraplanner

My client is currently looking for an experienced Paraplanner to join their business in Aberdeen.

THE ROLE

• To prepare written advice and provide technical research services to a team of Advisors and partners
• To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
• Assist with any new business initiatives, as required
• Proactive in suggesting improvements for the continuing progression of the team and company
• Strong technical knowledge and research of financial services products
• Relevant experience in a wealth management environment
• Effective communication, both verbally and in writing
• Effective drafting of client advice
• Ability to attend client meetings

THE CANDIDATE

• Must be Diploma level (or equivalent) and looking to work towards Chartered status
• The candidate must have full paraplanning experience
• Experience in a fee based environment
• Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
• Experience in report writing and research (ideally pre-sale)
• Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.