Financial Planning Support Specialist
21 hours ago
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
- Relevant degree-level qualification (e.g., finance, business)
- Minimum 2 years' experience in a related role
- Strong knowledge of financial planning software and systems
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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