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Paraplanner

Posted 6 March by JohnstonGreer Ended

Paraplanner

Up to £35,000 plus benefits and exam support.

Paraplanner required by this highly acclaimed firm of Financial Planners that provides expert financial advice. Due to ongoing expansion, they now require an additional Paraplanner to join their team.

You will be responsible for maintaining client records, new business, producing reports, research whilst liaising externally with clients and providers and internally with Financial Advisers.

Applicants must have over 2 years’ experience within a IFA environment (Level 4 desirable), strong administration skills and professional telephone manner. The firm offers an excellent range of benefits which includes a company pension scheme and flexible benefits.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Investment
  • Paraplanning
  • Pension Administration
  • Paraplanner
  • Level 4

Reference: 34616244

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