Paraplanner, Senior IFA Administrator
My client is a growing award winning IFA with an enviable reputation within the wealth industry. A rare job opportunity has become available for an experienced administrator or Paraplanner to join their rapidly expanding Aberdeen office.
The business has highly performed and following a period of expansion require additional administration or paraplanner support to their IFAs.
In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. You will build a strong relationship with the client base given the HNW and low volume nature of the business with a view to take over clients as you grow as an individual as an option.
To be considered you must be an experienced with experience working within an IFA environment or provider. You do not require to have diploma, but progress towards industry relevant exams is necessary. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or call Alison Curran on 01315501125 to discuss in more detail this position and other opportunities within the industry.