Wealth Management Support Specialist
20 hours ago
About the Role:
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- We are looking for a skilled Paraplanner to join our team in Scotland, ideally based near one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">
Job Description:
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- Prepare detailed suitability reports for Level 3 solutions, using complex cashflow models for existing and new cases.">
- Conduct market research and comparisons to ensure compliance with level 3 solutions, maintaining accurate records.">
- Deliver training and support to the technical team, addressing technical questions and contributing to the development of the Firm's proposition.">
- Participate in peer reviews of suitability reports, drawing upon your expertise in Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments.">
Your Qualifications and Experience:
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- Holds Diploma in Financial Services and is working towards or has gained their Advanced Diploma.">
- Relevant experience as a paraplanner in a financial planning firm, with expertise in: Cashflow modelling, Esoterice Investiments, such as EIS, VCT and Business Relief qualifying investments.">
- Experience in training and supporting colleagues, possessing strong attention to detail and accuracy, and proficiency in MS Office.">
- Excellent prioritization and communication skills, with a solid understanding of the advice market regarding Platforms and Products as well as other investment types.">
Our Culture and Values:
">At Johnston Carmichael Wealth, we value diversity, equality and inclusion in the workplace. Our aim is to build success stories that positively impact our clients, communities, and employees, currently numbering over 900 across the UK.
">Compensation and Benefits:
">We offer a competitive salary of £42,000 - £50,000 per annum, depending on experience, along with a range of additional benefits and a generous performance-based bonus structure.
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