We are currently seeking an experienced Paraplanner or Financial Services Administrator to join our team.
Our firm delivers high quality advice to a wide range of clients across a full range of investment and retirement planning products.
You will be employed in an Adviser support capacity dealing with new business applications; servicing existing business; platform-based work; be required to work to strict deadlines; liaise with Administration teams to ensure effective business processing; and provide technical support including suitability report writing, asset analysis and research. You will have regular contact with clients and providers.
Applicants must be experienced within the Financial Services industry (minimum 3 years experience), ideally with exposure to the pension and investment planning sectors within a paraplanning / administration role.
Ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified whom have the level of Paraplanning experience required.
Closing date for applications is Friday 24th July 2026.
NO AGENCIES PLEASE.
Job Type: Full-time
Pay: £32,000.00-£35,000.00 per year
Benefits:
- Company pension
- Life insurance
Ability to commute/relocate:
- Inverurie AB51 3XS: reliably commute or plan to relocate before starting work (preferred)
Experience:
- financial services: 3 years (required)
Work Location: In person
