Wealth Planning Support Expert

2 days ago


Edinburgh, Edinburgh, United Kingdom Johnston Carmichael Full time

Job Summary:

A key member of our Wealth team will be responsible for providing high-quality support to our financial planners. This includes producing detailed suitability reports, developing cashflow models and conducting market research.

About the Opportunity:

This role offers an excellent opportunity for a motivated and experienced paraplanner to make a significant contribution to our team.

The successful candidate will have a strong understanding of financial services, excellent communication skills and the ability to work effectively in a team environment.

About You:
  • Holds a Diploma in Financial Services and is working towards or interested in obtaining the Advanced Diploma
  • Experience as a paraplanner in a financial planning firm, with experience in cashflow modelling, Esoteric Investments (EIS, VCT, Business Relief qualifying investments) and training team members
  • Strong attention to detail and accuracy, along with good IT skills and knowledge of MS Office
  • Ability to prioritise tasks and effective communication skills
What We Offer:

£40,000 - £60,000 per annum, depending on experience



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