Trainee Paraplanner - Reed : Job Details

Trainee Paraplanner Opportunity in Aberdeen

Kickstart Your Career in Financial Planning!

Are you a motivated and detail-oriented Financial Planning Administrator looking to develop your career in Financial Services? Our client is looking for a Trainee Paraplanner to join their established team in Aberdeen.

This is an opportunity offering hands-on experience, professional development, and the chance to work alongside experienced Financial Planners and Paraplanners. You’ll play a key role in delivering high-quality advice and support to their valued clients.

What You’ll Be Doing:

• Supporting Financial Planners with research, analysis, and client reports
• Preparing cash flow models and suitability letters
• Assisting with client reviews and identifying planning opportunities
• Collaborating with colleagues and external professionals
• Ensuring compliance with all regulatory requirements
• Building strong relationships with clients and team members

What We’re Looking For:

• Working towards or keen to start the Diploma in Regulated Financial Planning
• Good experience in financial planning administration in a similar setting
• Strong communication, research, and report-writing skills
• A keen eye for detail and excellent organisational abilities
• Proficiency in Microsoft Office

What’s On Offer:

• Competitive salary and benefits package
• A supportive, collaborative team environment
• Training and development with study support towards professional qualifications
• A chance to grow your career in a respected and forward-thinking firm

Ready to launch your career in financial planning? Apply now and become part of a team that values your growth and success. For a confidential chat, contact Pauline Low at Reed on