Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion.
General
You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for an experienced Administrator to join their expanding Advisor Support team.
The Role
You will be carrying out tasks in a pooled resource environment working with a diverse and growing client pipeline, balancing both existing relationships and new opportunities.
In this role, you'll be at the forefront of delivering excellent customer service to a large client bank across the country, ensuring work is processed accurately and on time.
We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.
You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.
As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.
Pre-qualified mortgage appointments and dedicated administrative support!
Abundance of leads provided!
The company are Scotland's largest estate and leasing agent with a national network of high street branches, including in the key cities of Aberdeen, Edinburgh, Glasgow, Perth and Stirling.
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio and working to increase your own client bank.
What my client is ideally looking for is an enthusiastic adviser with 2 years demonstrable experience of providing compliant, whole of market mortgage and protection advice in a fast-paced environment.
Ideally an individual who is confident in a servicing environment, but with a desire to generate some new business and grow the opportunity over time.
With a retiree client bank to inherit, with an average of 40 reviews per month, and untapped protection opportunities, this is a standout Mortgage Adviser opportunity in Aberdeen.