Paraplanner

Posted 6 days ago by JohnstonGreer
Easy Apply

Paraplanner

£35,000 to £40,000 plus benefits

Paraplanner required by this national Wealth Management firm that provides IFA advice to HNW clients on a fee basis. The business operates across a wide range of Investment and Retirement planning including some highly complex cases.

Working in a structured corporate environment your role will be entirely focused on the provision of technical support and report writing. You will work in tandem with a Financial Advisor including a high level of client contact plus attendance at initial and review meetings.

You will be an experienced Paraplanner ideally with progress towards the Level 4 industry exams and you will demonstrate the organisational skills and proactive mindset required to flourish in this fast paced 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.

Required skills

  • Paraplanning
  • Pensions
  • Report Writing
  • paraplanner
  • Iress

Reference: 37001317

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job