Paraplanner

Posted 19 July by JohnstonGreer
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Paraplanner

£28,000 to £35,000 plus exam support and benefits

Paraplanner required by this regional wealth manager which has been providing generational advice to it's client portfolio for over 50 years. Paraplanner required to operate across a wide range of Private Client advice and offer real input to the advice process.

As the Paraplanner you will be working with a portfolio of clients and your duties will includes

  • report writing
  • assisting with formulation of advice
  • preparation for and attendance at meetings
  • valuations
  • research and analysis.

Applicants will be experienced Paraplanners, possibly relativley new to the role with some progress towards the Financial Planning exams or you may be highly experienced in Paraplaning with extensive report writing exposure.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Reference: 45149436

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