Senior Paraplanner
Job in
Aberdeen City, Aberdeen, Aberdeen City Area, AB10, Scotland, UK
Listed on 2026-02-20
Listing for:
JohnstonGreer
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
£38,000 to £44,000 plus benefits and exam support
Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.
ResponsibilitiesWorking with some HNW clients regarding often complex advice your duties will include –
- portfolio analysis
- research work
- formulation of advice
- report writing
- high degree of client contact
- liaison with Financial Planner and Support staff
Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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