Paraplanner Opportunity in Aberdeen

Are you a detail-driven professional with a passion for financial planning? Join a dynamic team in Aberdeen where your expertise will help shape the future of client advice and financial strategy.

What You’ll Be Doing:

• Collaborating with Financial Planners to deliver high-quality, compliant advice reports
• Conducting in-depth client analysis and building cash flow models
• Preparing suitability reports and supporting client reviews
• Liaising with clients and professional partners to implement financial strategies
• Enhancing internal processes and contributing to team projects

What We’re Looking For:

• Diploma in Regulated Financial Planning
• Experience in financial services and a strong grasp of financial products
• Exceptional research, report writing, and communication skills
• Organised, detail-oriented, and confident managing multiple caseloads
• Proficient in Microsoft Office and different provider platforms

What You’ll Get:

• Competitive salary and benefits package
• A supportive, collaborative team environment
• Training and development with study support towards further professional qualifications
• A chance to grow your career in a respected and forward-thinking firm

Ready to take your Paraplanning career to the next level?Apply now and be part of a team that values precision, collaboration, and professional development.

For a confidential chat, contact Pauline Low at Reed on . Looking forward to hearing from you.