Paraplanner Professional
2 weeks ago
We are seeking a highly skilled Financial Paraplanner to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for supporting clients and business partners, ensuring the delivery of high-quality financial plans.
Responsibilities:
- Work closely with the CEO/Lead Adviser to develop and implement effective client management strategies.
- Prepare comprehensive financial plans and reviews, including investment planning reports and recommendations.
- Maintain accurate records of client contact information in our CRM system.
Duties:
- Collaborate with the business to meet client financial needs and provide expert advice on investments, estate planning, and budgeting.
- Develop and deliver quarterly and annual reviews, including financial planning reports and risk assessment reports.
Requirements:
- 3-5 years' experience in financial planning with a strong understanding of life, investments, estate planning, and budgeting.
- Possess excellent communication and organizational skills, with the ability to work effectively in a team environment.
The successful candidate will have a Postgraduate Diploma or B.Com Honours in Financial Planning, with a strong passion for delivering exceptional results in a fast-paced environment. This is an excellent opportunity to advance your career in financial services with a competitive salary range of $90,000 - $110,000 per annum.
-
Paraplanner Associate
6 days ago
Inverness, Highland, United Kingdom Castle View Personnel Full time**Job Summary:**We are looking for an experienced Paraplanner to join our team in Inverness. As a Paraplanner, you will be responsible for providing high-quality administrative support to our financial advisers and assisting with the preparation of complex financial plans and investment strategies.**Key Skills and Qualifications:**- Strong administrative and...
-
Paraplanner Specialist
1 day ago
Inverness, Highland, United Kingdom Johnston Carmichael Full time**About the Role:** We are seeking an experienced Paraplanner to join our team in Scotland. As a key member of our wealth management team, you will be responsible for producing high-quality suitability reports, preparing complex cashflow models, and carrying out market research.The ideal candidate will hold a Diploma in Financial Services and be working...
-
Inverness, Highland, United Kingdom Castle View Personnel Full time £40,000About the Role:This Paraplanner position offers an exciting opportunity to join a dynamic team of financial professionals in Inverness. As a key member of the team, you will be responsible for providing high-quality administrative and technical support to Independent Financial Advisers. Your primary focus will be on assisting with pensions management tasks,...
-
Paraplanner Role for Financial Advisors
4 days ago
Inverness, Highland, United Kingdom Castle View Personnel Full timeCastle View Personnel's OpportunityWe have an exciting chance for a skilled Paraplanner to join our team in Inverness, supporting a team of experienced financial advisers.Main DutiesOffer expert support to financial advisersAssist with investment management and HNW client needsWhy Work with Us?Join a dynamic team of professionalsDevelop your skills and...
-
Senior Paraplanning Professional
4 days ago
Inverness, Highland, United Kingdom Castle View Personnel Full timeJob OverviewWe are seeking a highly skilled and motivated Paraplanner to join our team at Castle View Personnel in Inverness. As a key member of our financial planning team, you will play a vital role in supporting our Independent Financial Advisers.This is an excellent opportunity for an experienced Paraplanner looking to take their career to the next level...
-
Financial Planning Professional
1 day ago
Inverness, Highland, United Kingdom Johnston Carmichael Full time**Job Title:** Financial ParaplannerWe are a leading wealth management firm seeking an experienced Paraplanner to join our team in Scotland. With offices in Glasgow, Edinburgh, Aberdeen, and Inverness, we offer a dynamic work environment and opportunities for growth.The successful candidate will be responsible for producing detailed suitability reports,...
-
Planning and Support Professional
1 day ago
Inverness, Highland, United Kingdom The Recruitment Council Full timeDo you have a passion for financial planning and a knack for delivering excellent results? The Recruitment Council is seeking an experienced Paraplanner to join their team in the financial services industry.About the RoleThis salaried position is ideal for someone who enjoys financial planning but prefers to work behind the scenes. As a Paraplanner, you will...
-
Wealth Management Professional
6 days ago
Inverness, Highland, United Kingdom Johnston Carmichael Full timeRole SummaryWe are seeking a Wealth Management Professional to join our team in Scotland. The successful candidate will have experience in wealth management and be able to provide high-quality advice to clients.Key ResponsibilitiesAssist with the development of the Firm's proposition through due diligence, process design and development, driving innovation...
-
Pensions Management Professional
6 days ago
Inverness, Highland, United Kingdom Castle View Personnel Full time £40,000Castle View Personnel is seeking a highly skilled Paraplanner to support a team of Independent Financial Advisers based in Inverness. This role involves working closely with the team to provide administrative and technical support in the area of pensions management.We offer a competitive salary ranging from £30,000 to £40,000 per annum, depending on...
-
Financial Services Coordinator
6 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...
-
Supporting Financial Planners
18 hours ago
Inverness, Highland, United Kingdom Castle View Personnel Careers Full timeCastle View Personnel Careers is seeking a skilled Paraplanner to support a team of Independent Financial Advisers in Inverness. As a Paraplanner, you will be responsible for providing high-quality administrative support and contributing to the success of our clients.Responsibilities:Assist a team of experienced Financial Advisers in delivering excellent...
-
Paraplanning Professional
6 days ago
Inverness, Highland, United Kingdom Castle View Personnel Full timeCompany Overview:Castle View Personnel is a leading provider of exceptional service to our clients. Our team is committed to delivering high-quality support and advice.Salary:We offer a competitive salary of £35,000 per annum, dependent on experience.Job Description:The successful candidate will provide administrative support to a team of Independent...
-
Wealth Management Associate
2 days ago
Inverness, Highland, United Kingdom Johnston Carmichael Full time**Job Overview:** We are a leading wealth management firm based in Scotland, seeking an experienced Paraplanner to join our team. The successful candidate will be responsible for producing detailed suitability reports, preparing complex cashflow models, and carrying out market research.About You:Holds Diploma in Financial Services and working towards /...
-
Financial Planning Support Specialist
20 hours ago
Inverness, Highland, United Kingdom Castle View Personnel Full timeJob DescriptionWe 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 ResponsibilitiesPreparing and presenting...
-
Investment Operations Manager
3 days ago
Inverness, Highland, United Kingdom Johnston Carmichael Full timeJob SummaryThis is an exciting opportunity to join our team as a Financial Paraplanner, working closely with experienced professionals to deliver high-quality financial planning services to clients.ResponsibilitiesSuitability Reports: Prepare comprehensive reports for clients, ensuring accuracy and attention to detail.Cashflow Analysis: Analyze complex...
-
Compliance and Advisory Expert
6 days ago
Inverness, Highland, United Kingdom Johnston Carmichael Full timeJob OverviewWe 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 ResponsibilitiesPrepare complex cashflow models for existing and new cases, analyzing data and making informed...