Location: Aberdeen, Hybrid Working
Salary: Negotiable
Start Date: Immediate
Our client is a leading, Private Equity backed professional services firm with a strong presence across the UK and Ireland.
They are looking to hire a Paraplanner due to growth in the team and this is not a traditional paraplanning role sitting in the background. You will join a highly regarded Financial Planning team where collaboration, technical excellence and client outcomes are genuinely prioritised. You will gain exposure to complex client cases, strategic financial planning, and work closely with experienced Financial Planners who value partnership and input.
The firm offers a modern, supportive working culture with hybrid flexibility, strong professional development pathways and the opportunity to be part of a business that is evolving, growing and investing in its people.
If you are looking for a role where you can deepen your technical expertise, contribute meaningfully to client strategy and build a long-term career within a progressive organisation, this could be an excellent next step.
Key Duties & Responsibilities
- Support the Financial Planners, applying your technical knowledge to provide client solutions.
- Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.
- Build client relationships, establishing a key point of contact role for clients.
- Carry out research, analysis and due diligence of client holdings.
- Prepare technical calculations.
- Identify information required to compile a financial plan.
- Prepare client cash flow reports, using our cash flow modelling software.
- Prepare suitability reports to a high standard, in line with our recommendations.
- Attend client meetings where appropriate.
- Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
- Work to target Key Performance Indicators / Service Level Agreements.
- Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.
- Review client files upon completion of business.
- Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s commitment to continuous improvement.
- Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards of working.
- Keep up to date with legislative changes and always adhere to compliance requirements.
Skills & Qualities
- Excellent organisational skills
- Strong communication skills – both written and oral
- Excellent attention to detail
- Logical thinking and problem-solving skills
- Ability to have the client at the heart of what the teams do
- Good team player with the ability to build effective relationships at all levels
- Ability to work on own initiative and to tight deadlines
- Self-motivated, and able to develop ideas into practice
- Dedication to continuing professional development (CPD)
Knowledge
- Sound knowledge of financial products and plans and technical calculations
- Good working knowledge of relevant legislation and industry best practice
- Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages
Experience
- 3-4 years’ relevant work experience
- Previous experience of working in a similar role
- Working to tight deadlines
- Analysing client portfolios
- Technical compliance and advisory work
Qualifications
- CII Diploma in Regulated Financial Planning (DipPFS) (desirable)
- CII Advanced Diploma in Financial Planning (working towards preferred)
