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Job Location | Aberdeen |
Education | Not Mentioned |
Salary | 35,000 - 45,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
An exciting opportunity has arisen for an experienced Paraplanner to be based in Aberdeen office for one of the top practices in Scotland.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms,overseeing annual reviews and client liaison.Salary: £35,000 - £45,000 doe.Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Keyskills :
paraplanningPara PlannerParaplannerPara-plannerpara planning