Senior Paraplanner – Home working available

All locations, Scotland

Competitive Salary

Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values: Be the best we can be Do the right thing Free to be different We aim to provide the very best advice to clients without being constrained […]

Recruiter

Carbon Financial

Posted

1 September 2021

Sector

DB Transfers, Investment, Pensions, Tax, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values:

  • Be the best we can be
  • Do the right thing
  • Free to be different

We aim to provide the very best advice to clients without being constrained by industry conventions and provide an environment where team members can grow at a pace and direction tailored to them.

We are looking for an experienced paraplanner with a great work ethic, natural problem-solving abilities and who is able think outside the box, offering creative solutions for clients. The ideal candidate will ideally be chartered or have aspirations to work towards this.

In return we offer a competitive benefits package including pension, life cover and healthcare and an exciting working environment where your contributions are valued. We are also keen to support your study towards chartered status and beyond, funding study materials and study days. Salary is dependent on experience.

We have offices in Edinburgh, Glasgow, Aberdeen and Perth but also offer home working so welcome applications from all areas.

Key Requirements

  • At least three year’s paraplanning experience
  • Minimum Level 4 qualified
  • Excellent verbal and written communication skills
  • Keen eye for detail
  • Knowledge of cashflow systems would be beneficial but not essential
  • Experience of Defined Benefit transfers also desirable but not essential

EMAIL RECRUITER
Professional Paraplanner