Paraplanner

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

How to apply

A competitive remuneration package is available to successful candidate(s) 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 to opportunities@acumenfp.com

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