Paraplanner (Technical Specialist) - Competitive Salary & Package - Scotland

4 weeks ago


United Kingdom Research in Finance Ltd Full time
  • Paraplanner (Technical Specialist) – Competitive Salary & Package – Scotland

Paraplanner (Technical Specialist) – Competitive Salary & Package – Scotland

Scotland

We are looking to recruit a Paraplanner to work closely with the Financial Planners and Technical Teams to ensure we deliver the best service to our clients within the Financial Services Industry.

Johnston Carmichael Wealth Limited

Posted

12 August 2023

Sector

Paraplanning

Contract Type

Permanent

Hours

FURTHER INFORMATION

About the role:

You would be responsible for (but not limited to):

  • Preparation of Cashflow scenarios in support of Lifestyle Financial Planning reviews
  • Production of fully compliant suitability reports
  • Contributing to firmwide due diligence
  • Getting involved in various projects across the business as required

Requirements of role:

  • Friendly and outgoing
  • Working towards or holds the Diploma in Financial Services, or equivalent
  • Ideally have experience within a Financial Planning Firm as a paraplanner, with experience of: Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments
  • Training and supporting other team members
  • Have strong attention to detail and accuracy
  • Have a working knowledge of the advice market in relation to Platforms and Products as well as other investment types
  • Have good IT Skills including working knowledge of MS Office
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