Financial Planning Support Specialist

21 hours ago


Inverness, Highland, United Kingdom Castle View Personnel Full time
Job Description

We are seeking a skilled Paraplanner to support our team of Independent Financial Advisers at Castle View Personnel in Inverness.

This is a challenging yet rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.

Key Responsibilities
  • Preparing and presenting financial plans and reports
  • Communicating effectively with clients and internal stakeholders
  • Maintaining accurate records and data
Requirements
  • Relevant degree-level qualification (e.g., finance, business)
  • Minimum 2 years' experience in a related role
  • Strong knowledge of financial planning software and systems
Compensation

The salary for this position ranges from £30,000 to £40,000 per annum, depending on experience and qualifications.

We also offer a range of benefits, including opportunities for professional development and growth within the company.



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