Paraplanner Specialist

1 day ago

Inverness, Highland, United Kingdom Johnston Carmichael Full time

**About the Role:** We are seeking an experienced Paraplanner to join our team in Scotland. As a key member of our wealth management team, you will be responsible for producing high-quality suitability reports, preparing complex cashflow models, and carrying out market research.

The ideal candidate will hold a Diploma in Financial Services and be working towards or interested in gaining their Advanced Diploma. They will also have relevant experience within a financial planning firm as a paraplanner, with experience of cashflow modelling, esoteric investments, and training and supporting team members.

We offer a competitive salary of £45,000 - £55,000 per annum, depending on experience. In addition, you can expect a range of benefits, including hybrid and flexible working arrangements, professional development opportunities, and a supportive team environment.

Benefits:

  • Competitive salary
  • Hybrid and flexible working arrangements
  • Professional development opportunities
  • Supportive team environment

We are committed to diversity, equality, and inclusion in the workplace.

  • Financial Planning Specialist

    6 days ago

    Inverness, Highland, United Kingdom Johnston Carmichael Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team in Scotland. The ideal candidate will have experience in producing compliant suitability reports, cashflow modeling, and market research.Key ResponsibilitiesProduce detailed suitability reports for Level 3 solutions, ensuring accuracy and attention to detail.Analyze...

  • HNW Investment Support Specialist

    5 days ago

    Inverness, Highland, United Kingdom Castle View Personnel Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team in Inverness. The successful candidate will provide critical support to a team of Independent Financial Advisers, ensuring seamless operations and exceptional client experiences.Key ResponsibilitiesSupport financial advisers with administrative tasksContribute to the development of...

  • Senior Support Specialist

    6 days ago

    Inverness, Highland, United Kingdom Castle View Personnel Full time

    **About the Role:**We are seeking a highly skilled Paraplanner to join our team based in Inverness.As a key member of our Independent Financial Advisers team, you will play a vital role in supporting the preparation of financial plans and investment strategies for clients. If you have a passion for delivering exceptional support and a keen eye for detail,...

  • Financial Planning Support Specialist

    21 hours ago

    Inverness, Highland, United Kingdom Castle View Personnel Full time

    Job DescriptionWe are seeking a skilled Paraplanner to support our team of Independent Financial Advisers at Castle View Personnel in Inverness.This is a challenging yet rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.Key ResponsibilitiesPreparing and presenting...

  • Financial Planning Specialist

    2 weeks ago

    Inverness, Highland, United Kingdom The Recruitment Council Full time

    Job Profile:As a Financial Paraplanner at The Recruitment Council, you will play a pivotal role in supporting our clients and business partners. You will be responsible for preparing comprehensive financial plans and reviews, collaborating with the business to meet client financial needs, and maintaining accurate records.Responsibilities:Work closely with...