Financial Services Coordinator

5 days ago


Inverness, Highland, United Kingdom Castle View Personnel Full time

**Role Overview:**

We are seeking an ambitious Paraplanner to join our dynamic team based in Inverness. As a Paraplanner, you will play a crucial role in supporting our financial advisers in preparing financial plans and investment strategies for clients. This is an excellent opportunity to develop your skills and expertise in a supportive and collaborative environment.

**Responsibilities:**

- Provide administrative support to our team, including data entry, document management, and record-keeping.

- Assist with the preparation of financial plans and investment reports, ensuring accuracy and attention to detail.

- Develop strong relationships with clients and colleagues, maintaining effective communication and collaboration.

**Salary Information:**

The salary range for this position is estimated at £38,000 - £48,000 per annum, depending on experience and qualifications. We offer a comprehensive benefits package and opportunities for professional development and growth.



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