Senior Paraplanning Professional
4 days ago
We 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 and contribute to a dynamic and growing organization.
Salary and BenefitsThe salary range for this position is £30,000 - £40,000 per annum, depending on experience and qualifications.
We offer a comprehensive benefits package that includes opportunities for professional development and growth within the company.
Key Responsibilities- Supporting a team of Independent Financial Advisers with paraplanning tasks
- Assisting with client communications and relationship-building
- Developing and maintaining strong working relationships with internal stakeholders
- A minimum of 2 years' experience as a Paraplanner or related role
- Degree-level qualification in a relevant field (e.g., finance, business)
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
At Castle View Personnel, we pride ourselves on creating a positive and inclusive work environment that fosters growth and development.
We believe in investing in our employees and offering opportunities for training and professional development.
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