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.

Responsibilities:

  • 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

 

Requirements:

  • 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 forfar@kbmresourcing.com.

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