Paraplanner

Company Description

AC Wealth (Aberdein Considine Wealth Ltd) is one of the largest independent financial planning firms in Scotland, providing comprehensive financial planning services to private clients and businesses across the UK. With trust and integrity as core values, the team remains committed to delivering independent, client-focused advice. The company’s goal is to help clients achieve their life aspirations while confidently managing their present and future financial needs.

This is a full-time, hybrid role for a Paraplanner with the option to be based in our main offices of Aberdeen, Perth, Stirling, Glasgow or Edinburgh. As a Paraplanner, you will be responsible for supporting financial planners in managing client files, ensuring that annual reviews and reporting are conducted promptly and to a consistent, high standard. You will be involved in client reports, conducting research on financial products, preparing analytical insights, and ensuring compliance with relevant regulations.

The role includes a significant amount of client communication, maintaining client files, evaluating strategies and analysing financial plans, in addition to providing administrative support to ensure smooth client service delivery.

• Strong skills in Financial Planning and Investments
• Proficiency in Analytical Skills and Finance
• Experience in Report Writing and developing accurate, clear documentation
• Excellent organisational and time management abilities
• Strong knowledge of compliance and regulatory requirements in the financial industry
• Professional qualifications, such as a Diploma in Financial Planning or progress towards it, are an advantage
• Ability to work collaboratively and communicate effectively with financial advisors and clients

Interested in this opportunity? Please email