Senior Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax, and Retirement Planning.
Paraplanning duties will include:
1. Research
2. Valuations
3. Client reviews
4. Client communications
5. Attendance at client meetings
6. Input to the advice process
You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have made progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits, along with full support through the industry qualifications.
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency providing permanent job seeking services.
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