£30,000 to £45,000 plus benefits and bonus
Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. The company has been working on a recurring fee model for over 10 years.
The Paraplanner duties will include provider liaison, client communications, valuations, research, report writing, platform trading, database management and the preparation for and attendance at client meetings.
You will be experienced in paraplanning within an IFA environment, and will have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.
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