Title: Paraplanner
Type: Permanent
Hours: Full Time (part time also considered)
Salary: £30,000 - £40,000 (depending on experience/qualifications)
Details:
Our client has an excellent opportunity for a talented Paraplanner to join the team based in Inverness to support a team of Independent Financial Advisers. We are keen to hear from individuals who share values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
Duties include:
- Supporting a team of Independent Financial Advisers, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
- Carry out research and produce reports.
- Manage a portfolio of client files, updating and maintaining records accurately.
- Ensure compliance with regulations in relation to GDPR and any additional data laws.
- Additional ad hoc administrative support including preparing documentation and correspondence.
- Liaising with clients and dealing with general enquiries.
Person specification
- Relevant paraplanning experience and/or qualification.
- Keen to progress a career in financial services and undertake additional professional development opportunities.
- Excellent communication skills and the ability to liaise with others in a polite and professional manner.
- Capable of working with accuracy and attention to detail.
- Up to date knowledge of financial service sector regulations.
- Strong IT Skills including MS Office.
- Ability to learn new skills and systems with ease.
- Ability to prioritise a busy and varied workload.
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