Reed Insurance are recruiting for an excellent Financial Planners with offices across Scotland. Our client is seeking a high calibre Paraplanner to join the successful and growing team in Aberdeen
Preparing and Implementing recommendations
Act as the main point of contact and deal effectively with queries from other parties
Attend client meetings with planners, as and when required
Understand and review client financial information effectively
Assist with the writing of financial planning reports
Identify template report changes
Project work as required
Excellent customer service skills
Strong written communication skills
Experience working in a financial services environment, Ideally DipPFS qualified or working towards.
Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment
In return, you will receive a fantastic salary and excellent benefits package along with the chance to really progress your career within a leading firm.