Senior Paraplanner – Aberdeen

Senior Paraplanner

£38,000 to £48,000 plus benefits and exam support

Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.

Working with some HNW clients regarding often complex advice your duties will include –

• portfolio analysis




• research work




• formulation of advice




• report writing




• high degree of client contact




• liaison with Financial Planner and Support staff

Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.

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