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IFA Technical Assistant

  • Edinburgh, Midlothian
  • £28,000 - £34,000 per annum
  • 6 applications
  • Job type: Permanent, full-time
  • Date:
  • Reference: 22686580

IFA Technical Assistant

£28,000 to £34,000 plus benefits and bonus

This successful Wealth Management firm requires a Technical Assistant to work in conjunction with IFAs operating at the high end of the Investment market. Due to the level of review work conducted and the complex nature of the advice they now need to add a well-qualified individual to the team. You will be responsible for research, report writing and client meetings for both new clients and ongoing review work.

The firm offers an excellent salary, full benefits and potential bonus. You will be a highly experienced Paraplanner with several years’ experience operating at the top level and minimum Level 4 exams with progress towards Chartered status.

JohnstonGreer is a recruitment agency covering Scotland & N.Ireland that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an
Employment Agency in providing permanent job seeking services.

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