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Job Location | Aberdeen, Aberdeenshire |
Education | Not Mentioned |
Salary | 35,000 - 45,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Our client is looking for Senior Paraplanner to join their Financial Services team based in Aberdeen.RESPONSIBILITIES: Cash flow modelling. Client meeting preparation including research, analytics and creation of client packs. New business applications including cash lump sums, regular contributions and protection. Responsible for analysing the suitability, and processing of investment and pension replacements. Drawdown reviews. Maintain current client files and transaction logs. Arrange meetings with existing and potential clients. Attend client meetings withFinancial Advisers.QUALIFICATIONSDiploma in Regulated Financial Planning (CII)Financial services experience preferredIT SKILLSMS OfficeFE Analytics & Cash flow modelling systemIn return you will receive an excellent salary and benefits package and an opportunity to grow your career.