Pension Paraplanning Specialist

6 days ago


Inverness, Highland, United Kingdom Castle View Personnel Full time £40,000
About Castle View Personnel

We are a leading recruitment agency specialising in financial services roles. Our team of experts has extensive knowledge of the industry and a proven track record of delivering high-quality candidates to our clients. We take pride in our personalised approach, taking the time to understand the specific needs of each client and candidate.

We are committed to building long-term relationships with our clients and candidates, and we strive to provide exceptional service at every stage of the recruitment process. Whether you're a seasoned professional or just starting your career, we can help you find the right opportunity to achieve your goals.

We offer a range of benefits to our employees, including competitive salaries, comprehensive training and development programs, and a supportive and inclusive work environment. If you're passionate about finance and dedicated to excellence, we want to hear from you

Key Responsibilities:
  • Preparing and presenting reports to the financial advisers
  • Maintaining accurate records and databases
  • Developing and maintaining knowledge of pension schemes and regulations


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