Location: Aberdeen

We require exceptional people to be part of our team and currently have the opportunity for a Paraplanner to join our team in Westhill to support the Financial Planners through the efficient management and administration of client recommendations and the review process.

This varied role will involve

  • Preparing and maintaining client files
  • Preparing and Implementing recommendations
  • Act as the main point of contact and deal effectively with queries from other parties
  • Attend client meetings with planners, as and when required
  • Understand and review client financial information effectively
  • Assist with the writing of financial planning reports
  • Identify template report changes
  • Project work as required

Required skills:

  • Excellent customer service skills
  • Strong written communication skills
  • Experience working in a financial services environment, Ideally part DipPFS qualified, but not essential.
  • Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment
  • Maintain a relevant level of CPD


  • Pension - We offer a Group Personal Pension with an employer-funded contribution of up to 5% of salary
  • Life Assurance - 3 x salary core benefit funded by the company with the option to flex up to a higher amount
  • Income Protection – 65% of basic salary
  • Private Medical Insurance – single life cover with the option to add partner and family
  • Training and Development – Financial assistance provided for relevant qualifications with generous study leave
  • Holidays – 30 days annual holiday entitlement increasing to 35 days after 5 years’ service
  • Additional ‘Happy Birthday’ day off
  • Make a Difference / Charity day one day per annum
  • Additional annual leave can be purchased up to 5 days per annum
  • Cycle to Work Scheme

How to apply

A competitive remuneration package is available to the successful candidate interested in being part of our team in our fast-paced and friendly environment, who share our values of being approachable, collaborative, and dedicated. Interested applicants should apply by sending a covering letter and CV to

NMA awards 2021sm

New Model Adviser Winners 2021

We are delighted to announce that we have been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.

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