PARAPLANNER - ABERDEEN

Recruiter
Reed Insurance
Location
Aberdeen
Posted
12 Oct 2018
Closes
17 Oct 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
I have an exciting opportunity for an experienced Diploma qualified Paraplanner to work with a UK Wealth Management Company to join their busy Aberdeen office Job Summary * Provide appropriate support for Financial Planning Managers * Facilitate the smooth processing of new and existing business. * Liaise with the administration team. * Assist with monitoring the performance and work throughput of the administration team thereby ensuring standards are maintained and deadlines are met. * Understands and complies with regulations and principles applying to the role and BD policies and procedures. * Adheres to Conduct Risk standards Core Role Requirements * Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios. * Analyses client's aims and needs to construct solutions as a tool for advisors to communicate to clients. * Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisors under direct supervision of more senior Paraplanners and Advisors. * Provides guidance to more junior team members and supports senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team. * Supports colleagues with client interaction and by developing an awareness of client management and advice processes. * Supports preparation of client review and new client meetings. * Supports client delivery under the guidance of Financial Advisors/Planners. * Actively developing product and industry knowledge. Qualifications * CII Level 4 Diploma in Regulated Financial Planning or equivalent.

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