Compliance and Advisory Expert

6 days ago


Inverness, Highland, United Kingdom Johnston Carmichael Full time
Job Overview

We are looking for an experienced Compliance and Advisory Expert to join our team in Scotland. The successful candidate will have a strong understanding of financial regulations and be able to provide high-quality advice to clients.

Key Responsibilities
  • Prepare complex cashflow models for existing and new cases, analyzing data and making informed recommendations.
  • Maintain full and compliant records in support of recommendations prepared, adhering to regulatory requirements.
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.
Our Culture

At Johnston Carmichael, we value our employees and offer a dynamic and supportive work environment. Our team is passionate about delivering exceptional results and building long-term relationships with our clients.

Compensation and Benefits

The estimated salary for this role is £45,000-£60,000 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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