Senior Paraplanner – Aberdeen

Banking & Financial Services
Aberdeenshire
June 13, 2026
Permanent
Urgent

Job Description

Senior Paraplanner

£38,000 to £48,000 plus benefits and exam support

Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.

Responsibilities

  • Portfolio analysis
  • Research work
  • Formulation of advice
  • Report writing
  • High degree of client contact
  • Liaison with Financial Planner and Support staff

Qualifications

Applicants will hopefully be experienced Paraplanners with Level4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.

Contact:

Location

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