Wealth Management Support Specialist

20 hours ago


Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

About the Role:

">
  • ">
  • 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:

">
  • ">
  • 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:

">
  • ">
  • 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.



  • Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

    At Eden Scott, we are seeking a highly skilled Senior Wealth Management Professional to join our team. This is an excellent opportunity for an experienced professional to work with high net worth private clients and secure their wealth.Job DescriptionThe successful candidate will be responsible for managing relationships with existing clients, identifying...


  • Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

    About the RoleWe are working with a leading wealth management firm to recruit a skilled consultant to join their team. As a financial services professional, you will play a critical role in managing client relationships and preserving account value.The successful candidate will possess excellent communication skills, a strong understanding of the private...


  • Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    About the RoleWe are seeking an experienced Employee Benefits Administrator to join our Wealth Management team at IDEX Consulting.Key ResponsibilitiesPension administration: managing client pensions and providing expert advice on pension-related matters.Risk benefits: designing and implementing risk management strategies for clients.Healthcare benefits:...


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    About JohnstonGreer LtdWe are a reputable wealth practice seeking an experienced Chartered Financial Planner to join our team.Salary and BenefitsThe successful candidate can expect a salary of approximately £80,000 per annum, plus bonus and benefits. This is a fee-based role, working with high net worth individuals and their businesses.Job DescriptionAs a...


  • Aberdeen, Aberdeen City, United Kingdom Bolt-On Recruitment Full time

    **Job Description:** Private Client Law SpecialistWe are recruiting for a Private Client Law Specialist to join our team at Bolt-On Recruitment. As a Private Client Solicitor, you will be responsible for managing a diverse caseload that includes Wills, Trusts, Executry Estates, Powers of Attorney, Tax and Wealth Planning, and Asset Protection.Key...


  • Aberdeen, Aberdeen City, United Kingdom PAS Capital Legal Full time

    PAS Capital Legal is seeking a highly skilled Senior Private Wealth Lawyer to join our team in Aberdeen. As a key member of our Private Client department, you will provide expert advice on complex estate planning matters, including Wills, Powers of Attorney, and Trusts.About the Role:Provide high-quality legal services to clients with diverse needs, ensuring...


  • Aberdeen, Aberdeen City, United Kingdom Victim Support Scotland Full time

    About Victim Support ScotlandWe are a charity that provides support and information to people affected by crime, campaigning for victim and witness rights. Our services are free, confidential, and tailored to individuals' needs.">Job Description:This is an exciting opportunity to work as a Support Co-ordinator, planning the deployment of skilled volunteers...


  • Aberdeen, Aberdeen City, United Kingdom Nationwide Specialist Services Full time

    Role OverviewAs a specialist cleaning operative with NSS Group (Cleaning), you will play a critical role in delivering high-quality cleaning services to our clients. This position is ideal for individuals who are passionate about maintaining a spotless environment and ensuring the well-being of others.Key ResponsibilitiesTravel to various locations to...


  • Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

    We are flexible on location within the UK. Our specialist CASS team operates within our Financial Services division, one of JC's fastest-growing business areas. The team is led by Gillian Boston, a member of the ICAEW Financial Services Faculty CASS working group and a committee member of the Scottish CASS Forum.Contact Client MattersPreparing and monitoring...


  • Aberdeen, Aberdeen City, United Kingdom Bolt-On Recruitment Full time

    As a Private Client Solicitor at our client's forward-thinking firm, you will be responsible for managing a diverse caseload that includes Wills, Trusts, Executry Estates, Powers of Attorney, Tax and Wealth Planning, and Asset Protection. Key Responsibilities Draft and advise on Wills, ensuring they meet the specific needs and objectives of the...


  • Aberdeen, Aberdeen City, United Kingdom Nationwide Specialist Services Full time

    Nationwide Specialist Services is seeking a highly motivated Window Cleaning Specialist to join our team. As a Specialist Cleaning Operative, you will be responsible for delivering exceptional cleaning services to our clients, working efficiently and effectively in a fast-paced environment.Job Overview:40 hours per week, £11.50 per hour basic rateOvertime...


  • Aberdeen, Aberdeen City, United Kingdom Bolt-On Recruitment Full time

    Job OpportunityWe are recruiting a Private Client Solicitor to join our dynamic team. As a leading law firm in the Private Client sector, we pride ourselves on delivering exceptional legal services and building long-term relationships with our clients.About the RoleThis is an exciting opportunity for an experienced Private Client Solicitor to manage a...


  • Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Job Title: Financial Planning SpecialistEstimated Salary: £45,000 - £60,000 per annumCompany OverviewAzets Group is a top ten accountancy firm in the UK and the number one largest SME practice. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices.Job DescriptionWe are seeking a skilled Financial...


  • Aberdeen, Aberdeen City, United Kingdom Acteon Group Ltd. Full time

    Job Title: Administrative Support SpecialistAbout the CompanyActeon Group Ltd., part of Acteon Geo Services, is a leading offshore and onshore survey provider. We offer a range of services using advanced equipment and techniques, generating valuable data for our clients.We are looking for an experienced Administrative Support Specialist to join our team in...


  • Aberdeen, Aberdeen City, United Kingdom United Offshore Support GmbH Full time

    Safety Management SpecialistWe are seeking an experienced QHSE & Document Control Officer to join our team at United Offshore Support GmbH. As a key member of our Marine & QHSE department, you will be responsible for implementing and maintaining our Safety Management System (SMS).About the RoleThis is a full-time position based in Leer, Germany or Aberdeen,...


  • Aberdeen, Aberdeen City, United Kingdom MI Search Full time

    The MI Search team is currently seeking an experienced Financial Planning and Wealth Management Expert to join their team in Aberdeen. This role will see you working closely with a national accountancy firm, building and growing their financial planning practice from the ground up. As a key member of the team, you will be responsible for developing and...


  • Aberdeen, Aberdeen City, United Kingdom International Medical Management Full time

    About the Role:We are seeking a highly skilled Health and Safety Specialist to join our team. In this role, you will be responsible for ensuring the health and safety of our clients and staff. This includes conducting risk assessments, developing and implementing health and safety policies, and providing training and guidance to colleagues.


  • Aberdeen, Aberdeen City, United Kingdom Bolt-On Recruitment Careers Full time

    Job OverviewThis is a fantastic opportunity to join a dynamic team as an experienced Private Client Solicitor with expertise in Wills, Trusts, Executry Estates, Power of Attorney, Tax and Wealth Planning, and Asset Protection.Key ResponsibilitiesAs a Senior Estate Planning Attorney, you will have the opportunity to work with clients to create comprehensive...


  • Aberdeen, Aberdeen City, United Kingdom ABM UK Full time

    Facilities Support PositionWe are looking for a detail-oriented Facilities Support Specialist to join our team at Aberdeen Airport. As a key member of our operations team, you will be responsible for maintaining the highest standards of customer service and facility management.


  • Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

    We are looking for a High Net Worth Relationship Manager to join our team at Eden Scott. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with our high net worth clients.Job SummaryThe ideal candidate will have a strong background in wealth management, excellent communication skills, and a...