Junior Paraplanner in Training – Client-Focused Growth

Acumen Financial Planning Limited; Aberdeen City; On-site; GBP 30,000 - GBP 50,000; Full time

Job summary

A financial planning firm based in Scotland is looking for a dedicated individual to support Financial Planners in client management and financial planning processes. This role emphasizes building strong client relationships and drafting clear suitability reports. Candidates should have a minimum of three qualifications towards Dip PFS, and a strong commitment to professional development. A competitive salary and benefits are offered, and the firm is an equal opportunity employer committed to diversity.

Benefits

Competitive salary

Benefits package

Equal opportunities employer

Qualifications

• Understanding of the financial planning process.
• Flexible approach to work with the ability to multitask.
• Ability to effectively convey client circumstances and recommendations.

Responsibilities

• Support client relationship management and handle queries.
• Collect data for financial forecasts and client reviews.
• Draft clear client reports for Financial Planner's approval.

Skills

Excellent interpersonal skills

Strong written and verbal communication skills

Organisational skills

Attention to detail

Experience in financial services

Knowledge of Microsoft Office

Education

Part DipPFS qualified (minimum three qualifications)

Commitment to work towards Dip PFS

Tools

Financial services back-office systems

Microsoft Office Suite

Job description

A financial planning firm based in Scotland is looking for a dedicated individual to support Financial Planners in client management and financial planning processes. This role emphasizes building strong client relationships and drafting clear suitability reports. Candidates should have a minimum of three qualifications towards Dip PFS, and a strong commitment to professional development. A competitive salary and benefits are offered, and the firm is an equal opportunity employer committed to diversity.