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Paraplanner

Dunfermline
JohnstonGreer
Posted: 9 July
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Paraplanner Position

We are seeking a Paraplanner for a regional wealth manager that works closely with High Net Worth Private Clients within a niche sector. The role involves providing comprehensive financial planning advice, including Retirement and Investments, with some highly specialist and complex work.

Due to your extensive experience in paraplanning and excellent initial training, you will quickly take on responsibilities such as:

1. Report writing (both template and bespoke)
2. Research
3. Cultivating relationships with clients
4. Acting as a main point of contact
5. Inputting into the formulation of advice

You should be a skilled, technical, and qualified Paraplanner comfortable working within a small team in a larger professional practice. The position offers hybrid or full-time office work options.

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job placement services.

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