Paraplanner

Recruiter
Johnston Carmichael Ltd
Location
Inverness
Posted
11 Jan 2018
Closes
10 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Johnston Carmichael Wealth has a heritage that spans more than three decades and in excess of 60 team members including Financial Planners, Paraplanners, Client Service and Business Support Teams, operating across 11 offices.

As a company, we believe that everyone, our team and our clients, should ‘Live Life On Your Terms’ and we strive to be the Employer of Choice by ensuring that Johnston Carmichael Wealth is a great place to work.

We are currently expanding our paraplanning team and if you would like to join our forward thinking company, we would love to hear from you.

Paraplanner

Job Purpose:

To work closely with the Financial Planners and Client Service Team to ensure we deliver the best advice and service to our clients across a wide range of advice areas.

The successful candidate will be responsible for:

·Providing technical research, analysis and support to the Financial Planners

·Producing client friendly and compliant suitability reports

·Effectively managing their personal workload to meet individual and team deadlines

·Sharing ideas to improve working practices and processes within the business

·Supporting the firm’s marketing output by writing blogs, articles and other content

In addition to the above, the successful candidate will already be, or close to being, Diploma qualified with some knowledge and experience of cash flow tools. They will also be cooperative and approachable to clients and colleagues, adaptable, confident in decision making and problem solving and committed to their personal development


This job was originally posted as www.totaljobs.com/job/79185070