Paraplanner Role with a Difference
2 weeks ago
About the Job:
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- We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner in Scotland, with the ideal location being close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">
Key Responsibilities:
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- Produce comprehensive suitability reports for Level 3 solutions, incorporating complex cashflow models for existing and new cases.">
- Carry out thorough market research and comparisons in line with level 3 solutions, ensuring accurate and compliant records are maintained.">
- Provide expert training and support for the technical team, addressing technical knowledge queries and contributing to the development of the Firm's proposition.">
- Collaborate with peers to review suitability reports, leveraging your expertise in Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments.">
Your Background:
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- Possesses Diploma in Financial Services and is working towards or interested in obtaining their Advanced Diploma.">
- Relevant experience as a paraplanner in a financial planning firm, with expertise in: Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments.">
- Experience in training and supporting colleagues, possessing strong attention to detail and accuracy, and proficiency in MS Office.">
- Excellent prioritization and communication skills, with a solid understanding of the advice market regarding Platforms and Products as well as other investment types.">
Company Overview:
">Johnston Carmichael Wealth is a leading independent Chartered Financial Planning firm with a rich history spanning over three decades. As part of our dynamic team, you will collaborate with over 60 colleagues across various roles, driving growth and excellence in our organization.
">Salary and Benefits:
">We offer an attractive salary of £38,000 - £45,000 per annum, depending on experience, along with a range of additional benefits and a performance-based bonus structure.
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