Senior Paraplanner wanted! - Johnston Carmichael Wealth, flexible locations across Scotland
james_macaulay
Member
Johnston Carmichael Wealth are an Independent Chartered Financial Planning firm with a heritage that spans more than three decades. We have more than 60 team members including Financial Planners, Technical Specialists, Technical Support, Client Care and Business Support Teams, operating across 11 offices.
As a company, we believe that our team and our clients, should ‘Live Life on Your Terms’ and one of the ways we support this is by ensuring that Johnston Carmichael Wealth is a great place to work.
Job Purpose: To work closely with the Financial Planners and Technical Support Team to ensure we deliver the best advice and service to our clients across a wide range of areas.
The successful candidate will:
- Be, or be working towards, Level 4 qualification or higher
- Provide technical research, analysis and support to the Financial Planners using cash flow modelling, FE Analytics, O&M and other planning and research tools
- Research suitable planning solutions and prepare client friendly suitability reports
- Ideally have experience of Cash flow modelling
- Have strong attention to detail and accuracy
- Have good IT Skills including working knowledge of MS Office
- Effectively manage their personal workload to meet individual and team deadlines
- Share ideas to improve working practices and processes within the business
In addition to the above, the successful candidate will be adaptable, confident in decision making, problem solving and be committed to their personal development.
If you would like to apply for this role please email your CV to james.macaulay@jcwealth.co.uk.