Wealth Management Associate
2 days ago
**Job Overview:** We are a leading wealth management firm based in Scotland, seeking an experienced Paraplanner to join our team. The successful candidate will be responsible for producing detailed suitability reports, preparing complex cashflow models, and carrying out market research.
About You:
- Holds Diploma in Financial Services and working towards / interested in gaining their Advanced Diploma
- Relevant experience within a financial planning firm as a paraplanner, with experience of: Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments
- Experience in training and supporting team members
- Have strong attention to detail and accuracy
- Have a working knowledge of the advice market in relation to Platforms and Products as well as other investment types.
- Have good IT Skills including working knowledge of MS Office
- Ability to prioritise and have good communication skills
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.
At Johnston Carmichael, we are committed to diversity, equality, and inclusion in the workplace.
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