£25,000 to £35,000 plus benefits and bonus
Paraplanner required by this firm of Financial Advisers to provide technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with all work conducted on a retained and/or recurring basis.
Working with some of the wealthiest clients regarding highly complex advice your duties will include portfolio analysis, research work, assisting with the formulation of advice, report writing and client contact.
Applicants must be experienced Paraplanners ideally with progress towards Level 4 exams, and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic environment.
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.
- Report Writing
- IFA Support
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