Financial Planning Specialist
4 days ago
Company Overview:
Castle View Personnel is a leading recruitment agency specializing in the placement of highly skilled professionals within the financial services industry. We take pride in our ability to match talented individuals with top-tier organizations, fostering long-term partnerships that drive success.
Salary and Benefits:
The successful candidate can expect a salary range of £30,000 - £40,000 per annum, depending on experience and qualifications. Additionally, we offer a comprehensive benefits package, including opportunities for professional growth and development.
Job Description:
We are seeking an experienced Financial Planning Specialist to join our team in Inverness. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for providing exceptional client service. As a key member of our advisory team, you will be responsible for supporting Independent Financial Advisers in delivering high-quality financial solutions to clients.
Required Skills and Qualifications:
- Proven experience in paraplanning or a related field
- Strong technical knowledge of financial planning software and systems
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Degree-level qualification in a relevant field (e.g., finance, business, or economics)
Benefits:
In addition to a competitive salary and benefits package, we offer a dynamic and supportive work environment, regular training and development opportunities, and a chance to work with a reputable and established organization in the financial services sector.
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