£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.
- Report Writing
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