Financial Planning Specialist
5 days ago
We are seeking a highly skilled Financial Planning Specialist to join our team in Scotland. The ideal candidate will have experience in producing compliant suitability reports, cashflow modeling, and market research.
Key Responsibilities- Produce detailed suitability reports for Level 3 solutions, ensuring accuracy and attention to detail.
- Analyze data and make informed recommendations using complex cashflow models.
- Carry out market comparisons and research in line with level 3 solutions, staying up-to-date with industry developments.
- 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, showcasing leadership and interpersonal skills.
Johnston Carmichael is a dynamic and supportive work environment that offers a range of benefits and opportunities for growth and development. We help build success stories that change lives - whether it's our clients, our communities, or most importantly, our people.
Salary and BenefitsThe estimated salary for this role is £40,000-£55,000 per annum, depending on experience. Additionally, you can expect a range of benefits, including a competitive pension scheme, generous holiday allowance, and flexible working arrangements.
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