Compliance and Advisory Expert
6 days ago
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.
- 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.
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 BenefitsThe 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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Tax Advisory Expert
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