FURTHER INFORMATION

About the role:

You would be responsible for (but not limited to):

• Preparation of Cashflow scenarios in support of Lifestyle Financial Planning reviews
• Production of fully compliant suitability reports
• Contributing to firmwide due diligence
• Getting involved in various projects across the business as required

Requirements of role:

• Friendly and outgoing
• Working towards or holds the Diploma in Financial Services, or equivalent
• Ideally have 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
• Training and supporting other 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

Package:

Competitive

Salary:

Competitive

Applications:

Via our website https://careers.johnstoncarmichael.com/job/434426

Location of role:

Scotland