Paraplanner
Job in
Aberdeen City, Aberdeen, Aberdeen City Area, AB10, Scotland, UK
Listed on 2026-06-06
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Paraplanner
Salary: £45,000
Locations:
Aberdeen
Hybrid Working
The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client.
Responsibilities- Preparing the fund switch report
- Assist in completing the client fact find
- Submit new business with providers
- Client contact and updates
- Completing initial information gathering and analysis on existing products
- Provide research via the Select-a-pension report
- Preparing suitability reports to cover all recommendations
- Ensuring the advice file is to a high compliance standard
- Reviewing client documents prior to a presentation meeting
Gathering illustrations, fund factsheets and Key Features Documents - Attend client meetings, where required
- Cash flow planning
- Tax calculations
- Complete the submission sheet for new business
- Level 4 diploma (or equivalent) or working towards
- Previous experience as a trainee paraplanners or paraplanner
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×