Wealth Planning Paraplanner — Research & Reports
Listed on 2026-11-01
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Castle View Personnel Ltd in Inverness is recruiting a Paraplanner to support a team of financial advisers with research and report writing. The role involves analysing clients' financial situations, preparing recommendations, and maintaining accurate records on the back-office system.
You will produce client suitability reports, obtain illustrations, and assist with remedial actions following audits. A Level 4 Diploma in Financial Planning and experience in an IFA environment are preferred.
The Wealth Planning Paraplanner — Research & Reports position in the Finance field is open for applications.
We invite applications for the Wealth Planning Paraplanner — Research & Reports position located in Inverness, Scotland, United Kingdom.
The following role is for a Wealth Planning Paraplanner — Research & Reports with Castle View Personnel Ltd.
Our organisation is growing, and we are hiring a Wealth Planning Paraplanner — Research & Reports in Inverness, Scotland, United Kingdom.
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