Paraplanner

Location
Aberdeen, Scotland
Salary
£25000 - £45000 per annum
Posted
13 Oct 2016
Closes
10 Nov 2016
Ref
FT2620
Contact
FINTEC Team
Contract Type
Permanent
Hours
Full Time

FINTEC recruit is seeking a Paraplanner for our Banking and Finance client based in Aberdeen. This is a permanent position with a salary range of £25k - £45k depending on experience.

As a Paraplanner you will support the Chartered Financial Planners to develop and maintain strong relations with their portfolio of clients.

Role and Responsibilities:

As a Paraplanner your responsibilities will include the following:-

  • Support (Chartered) Financial Planners in implementing Financial Planning advice for new and existing clients

  • Proactively manage tasks and work flows and support the delivery of AAB Wealth core services, taking responsibility for compliance/regulation and client liaison

  • Attend Client Service Meetings as required

  • Assist (Chartered) Financial Planners to develop, manage and maintain strong relations with their portfolio of clients with a wide variety of planning needs and objectives

  • Liaise with external advisers

  • Write technical recommendation reports

  • Monitor the delivery of client work to ensure clients receive quality of service at all times and are satisfied

  • Review client files upon completion of business

  • Competently use Cloud-based CRM and Project Management tools

  • Conduct technical research and analysis

  • Utilize data input re back-office and financial planning software

  • Wrap/custodian functionality

  • Develop own technical knowledge

Requirements

The successful candidate for the Paraplanner role will have:-

  • Good team player spirit with the ability to build effective relationships at all levels

  • Ability to plan and prioritize workload, meet deadlines and work well under pressure

  • Ability to take ownership and use initiative

  • Strong communication skills - written and oral

  • Keen attention to detail

  • Previous experience of working in a similar role

  • Diploma in Regulated Financial Planning (DipPFS) or making good progress towards

  • Working towards Advanced Diploma in Financial Planning (APFS)

Please click on apply or send your CV directly to our team and quote Ref: FT2620

FINTEC recruit specialize in, Finance, Engineering, Technical, Legal and Business Support roles for permanent and contract positions, UK and International.