Paraplanner

This is a full-time, hybrid role for an experienced Paraplanner to be based in our main offices of Aberdeen. You will be responsible for supporting financial planners in managing client files, ensuring that annual reviews and reporting are conducted promptly and to a consistent, high standard. You will be involved in client reports, conducting research on financial products, preparing analytical insights, and ensuring compliance with relevant regulations. The role includes a significant amount of client communication, maintaining client files, evaluating strategies and analysing financial plans. In addition to providing administrative support to ensure smooth client service delivery.

Qualifications

• Strong skills in Financial Planning and Investments
• Proficiency in Analytical Skills and Finance
• Experience in Report Writing and developing accurate, clear documentation
• Excellent organisational and time management abilities
• Strong knowledge of compliance and regulatory requirements in the financial industry
• Professional qualifications, such as a Diploma in Financial Planning or progress towards it, are an advantage
• Ability to work collaboratively and communicate effectively with financial advisors and clients
• AC Wealth offers a range of fantastic employee benefits from study support, generous holiday entitlement and support through our Careers Pathways Programme.

Interested in this opportunity? Please email [email protected]