Paraplanner
Job in
Aberdeen City, Aberdeen, Aberdeen City Area, AB10, Scotland, UK
Listed on 2026-07-17
Listing for:
JohnstonGreer
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Paraplanner
£38,000 to £44,000 plus benefits and exam support
Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax.
Responsibilities- portfolio analysis
- research work
- assist with the formulation of advice
- report writing
- client contact
Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors.
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