Permanent Paraplanner Aberdeen

Job now filled, regular requirement, please send CV for future vacancies

A vacancy has arisen for a Private Client Paraplanner to work in Aberdeen on a permanent basis for a well-established Financial Advisory company. Although this is a Paraplanner vacancy, the successful candidate will also be heavily involved in the private client proposition, building client relationships and attending client meetings. The salary is very much dependant on experience.


  • Preparing for client meetings including carrying out research, analytics and creating client packs with the support of the Financial Administrator and Trainee Paraplanners.
  • Following up with clients after meetings
  • Cash flow modelling
  • Responsible for business applications including cash lump sums, regular contributions and protection, including amendments as requested
  • Responsible for analysing the suitability, and ultimate processing of investment and pension replacements
  • Ensuring cases submitted to Business Assurance are compiled in accordance with the Advice Framework, and meet minimum expectations for Quality of Documentation scores.
  • Document all client data correctly and in compliance with regulations
  • Maintain current client files and transaction logs (including prospective business) in systems such as iBusiness and the Business Tracker
  • Arrange meetings with potential and existing clients
  • Attend client meetings with relevant Financial Advisor
  • Liaise with clients in a professional manner
  • Carrying out ad hoc activities as required



  • Diploma in Regulated Financial Planned (CII)
  • Able to deliver an impeccable customer service
  • Excellent attention to detail (CRM, report writing, internal databases, business spreadsheets)
  • An excellent team player
  • Have the desire to continue personal development

To apply for this job email your details to

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