Junior Paraplanner

Posted 21 September by JohnstonGreer Ltd

Junior Paraplanner

To £24,000 plus benefits and exam support

Junior Paraplanner required by this prominent Wealth Management firm that provides advice to company directors, professionals and other HNW individuals. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across retirement planning, investments and tax.

As the Junior Paraplanner you will be responsible for, Pension suitability reports, servicing of existing business, liaison with providers whilst providing full administration support directly to clients and the IFAs within the company. Additional training and support will be providing on other Paraplanning areas such as research and fund analysis.

To be successful in this role you must have suitability report writing experience and have excellent written and verbal communication skills. Progress with the industry exams is desirable. The firm offers a full range of benefits including exam support for those who wish to acquire the relevant industry qualifications.

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

Required skills

  • Paraplanning
  • Research
  • Paraplanner
  • Suitability Reports
  • Review work

Application question

Do you have Paraplanning experience?

Reference: 33368021

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