Wealth Management Professional

6 days ago


Inverness, Highland, United Kingdom Johnston Carmichael Full time
Role Summary

We are seeking a Wealth Management Professional to join our team in Scotland. The successful candidate will have experience in wealth management and be able to provide high-quality advice to clients.

Key Responsibilities
  • Assist with the development of the Firm's proposition through due diligence, process design and development, driving innovation and improvement.
  • Provide training and support for the technical team, including technical knowledge queries, promoting knowledge sharing and growth.
About You
  • Holds Diploma in Financial Services and working towards / interested in gaining their Advanced Diploma, demonstrating commitment to professional development.
  • 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.
Benefits

Johnston Carmichael offers a range of benefits, including a competitive pension scheme, generous holiday allowance, and flexible working arrangements. The estimated salary for this role is £50,000-£65,000 per annum, depending on experience.



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