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:
1. Supporting a team of Independent Financial Advisers, many of whom hold Chartered Financial Planner status and maintain a loyal client base.
2. Carry out research and produce reports.
3. Manage a portfolio of client files, updating and maintaining records accurately.
4. Ensure compliance with regulations in relation to GDPR and any additional data laws.
5. Additional ad hoc administrative support inclu...