Paraplanner

Posted 13 May by JohnstonGreer
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Paraplanner

To £35,000 plus benefits

Paraplanner required by this regional Financial Planning firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing.

Paraplanner duties will revolve around the report writing which will be template driven and bespoke though you will also work closely with the Financial Planner regarding the compilation of advice whilst also liaising with other team members regarding research and valuations. There will be a high level of client contact.

You will be experienced in report writing within an advice environment, working in an IFA Advisor Support or Paraplanner capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.

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.

Reference: 42710211

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