Financial Advisor Associate
2 days ago
We are seeking a talented Paraplanner to join our team at Johnston Carmichael Wealth. This is an exciting opportunity for a motivated and detail-oriented individual to contribute to the growth of our business.
About the RoleThis role will be based in one of our office hubs in Scotland, with flexibility to work from home or other locations as needed. The successful candidate will have a strong background in financial services, with experience in paraplanning and cash flow modeling.
Responsibilities will include producing high-quality suitability reports, preparing complex cash flow models, and carrying out market research. The ideal candidate will have excellent attention to detail, strong communication skills, and the ability to prioritize tasks effectively.
What You'll Need- Diploma in Financial Services (or working towards)
- Relevant experience in a financial planning firm as a paraplanner
- Cash flow modeling, esoteric investments, and training experience
You will also need to have strong IT skills, including proficiency in MS Office, and the ability to work well under pressure. If you're looking for a challenging and rewarding role in a dynamic environment, we'd love to hear from you.
About UsAt Johnston Carmichael Wealth, we pride ourselves on being a leading independent Chartered Financial Planning firm. With over 60 colleagues across Scotland, we offer a collaborative and supportive team environment.
We're committed to diversity, equality, and inclusion in the workplace and are passionate about building a culture that values everyone's contributions. If you share our values and are excited about this opportunity, please apply.
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