Paraplanner – Wealth

We are looking for a Paraplanner to join our team at Johnston Carmichael Wealth. We are flexible in terms of location throughout Scotland but ideally, you would be located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness. The Paraplanner will be responsible for (but not limited to): Produce compliant and detailed suitability reports for Level 3 solutions Prepare complex cashflow models for existing and new cases Carry out market comparisons and research in line with level 3 solutions Maintain full and compliant records in support of recommendations prepared Provide training and support for the technical team, including technical knowledge queries Assist with the development of the Firm's proposition through due diligence, process design and development Assist with peer reviews of suitability reports About You: Holds Diploma in Financial Services and working towards / interested in gaining their Advanced Diploma Relevant experience within a financial planning firm as a paraplanner, with experience of: Cashflow modelling, Esoteric Investments, such as EIS, VCT and Business Relief qualifying investments Experience in training and supporting team members Have strong attention to detail and accuracy Have a working knowledge of the advice market in relation to Platforms and Products as well as other investment types. Have good IT Skills including working knowledge of MS Office Ability to prioritise and have good communication skills Why JC? Johnston Carmichael helps to build success stories that change lives - whether it’s our clients, our communities, or most importantly, our people, who now number over 900 across the UK. We work with individuals and businesses all over the country and our expertise covers almost every industry sector. Everything we do at Johnston Carmichael is underpinned by our four core values – Doing The Right Thing, Standing In Other People’s Shoes, Leading Our Future and Remaining Relevant. In the last 10 years we’ve raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. Why JC Wealth? Johnston Carmichael Wealth is an independent Chartered Financial Planning firm with a heritage that spans more than three decades. You’ll be working with over 60 colleagues including financial planners, technical specialists, technical support, client care and business support teams. A career at Johnston Carmichael Wealth is diverse and challenging, with countless opportunities for growth and development. You’ll build close relationships with clients and guide them through key milestones, making a real impact on their lives. What you can expect As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Different backgrounds and different opinions make for more interesting work and better outcomes. We welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. Our team is made up of people who’ve taken varied routes through their careers. We’re here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. We look forward to hearing from you If you’re ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace.

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