Paraplanner

Recruiter
Reed
Location
Aberdeen, UK
Salary
Competitive
Posted
13 Aug 2019
Closes
31 Aug 2019
Ref
1233920871
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Reed Insurance are recruiting for an excellent Financial Planners with offices across Scotland. Our client is seeking a high calibre Paraplanner to join the successful and growing team in Aberdeen

Responsibilities:

Preparing and Implementing recommendations

Act as the main point of contact and deal effectively with queries from other parties

Attend client meetings with planners, as and when required

Understand and review client financial information effectively

Assist with the writing of financial planning reports

Identify template report changes

Project work as required

Required skills:

Excellent customer service skills

Strong written communication skills

Experience working in a financial services environment, Ideally part DipPFS qualified, but not essential.

Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment

In return, you will receive a fantastic salary and excellent benefits package along with the chance to really progress your career within a leading firm.

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