Financial Planning Professional
5 days ago
About the Job:
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- We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner in Scotland, ideally located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">
Job Responsibilities:
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- Produce compliant and detailed suitability reports for Level 3 solutions, including complex cashflow models for existing and new cases.">
- Carry out market comparisons and research in line with level 3 solutions, maintaining full and compliant records in support of recommendations prepared.">
- Provide training and support for the technical team, including technical knowledge queries, and assist with the development of the Firm's proposition through due diligence, process design and development.">
- Assist with peer reviews of suitability reports, utilizing your skills in Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments.">
About You:
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- Holds Diploma in Financial Services and working towards / interested in gaining their Advanced Diploma.">
- Relevant 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.">
- Experience in training and supporting team members, having strong attention to detail and accuracy, and good IT Skills including working knowledge of MS Office.">
- Ability to prioritize and have good communication skills, with a working knowledge of the advice market in relation to Platforms and Products as well as other investment types.">
The Company:
">Johnston Carmichael Wealth is an independent Chartered Financial Planning firm with a heritage that spans more than three decades. As a member of our team, you will work with over 60 colleagues across various roles, including financial planners, technical specialists, technical support, client care and business support teams.
">A Competitive Salary and Benefits:
">We offer a range of benefits to make your time at JC even more fulfilling, including a competitive salary of £35,000 - £40,000 per annum, depending on experience, plus additional benefits and a generous bonus structure.
">About Johnston Carmichael:
">At Johnston Carmichael, we are committed to diversity, equality and inclusion in the workplace. We believe in building success stories that change lives - whether it's our clients, our communities, or most importantly, our people, who now number over 900 across the UK.
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