Paraplanner for Independent Financial Advisers

3 weeks ago


Inverness, Highland, United Kingdom Castle View Personnel Full time £40,000
About 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, ensuring accuracy and efficiency throughout the process.

Key responsibilities will include preparing documents, conducting research, and communicating with clients. You will also be expected to maintain confidentiality and handle sensitive information with discretion. Our client places a strong emphasis on building long-term relationships with clients and partners, and as a Paraplanner, you will play a vital role in achieving this goal.

We offer a competitive salary range of £30,000-£40,000 per year, commensurate with experience and qualifications. Benefits include flexible working hours, ongoing training and development, and a comprehensive compensation package. We value innovation, collaboration, and continuous improvement, and our ideal candidate will share these qualities.

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