Brook Street are currently working with a leading Inverness based firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and manage a wide range of clients. They are keen to add an experienced Paraplanner who can help them continue to provide a first-class service to their clients.
Candidates must be experienced Paraplanners from a financial planning background. You should have experience in supporting whole of market IFA's who deal with Pensions, Investments, Protection etc and you must be a capable report writer. Candidates who have obtained the Diploma Financial Planning or further Advanced qualifications will be preferred but this is not essential for those with exceptional experience.
You will be responsible for; Report Writing, Research, liaising with providers, answering some client queries etc
On offer is an excellent opportunity to join a busy firm of Chartered Financial Planners who are a well-known and trusted business. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.
If you wish to discuss or apply for the role, please contact Victoria MacDonald at Brook Street Inverness on 01463729213 or email your CV .