Description
£44,000 to £50,000 plus benefits
Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex.
Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for –
1. report writing (template and bespoke)
2. research
3. cultivating relationships with clients
4. acting as a main point of contact
5. input to the formulation of advice
You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the office.
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.