Job Description
Paraplanner
£35,000 to £42,000 plus benefits and exam support
We are seeking a Paraplanner for a well-known regional wealth management firm. The role involves providing paraplanning, technical, and client management support to a senior IFA. The firm offers advice across various Private Client services, including retirement planning and investments, primarily on a retained basis.
Your responsibilities will include working with high-net-worth clients on complex advice, such as:
* Portfolio analysis
* Research work
* Assisting with the formulation of advice
* Report writing
* Client contact
Applicants should be experienced and qualified Paraplanners, demonstrating excellent communication skills, strong technical knowledge, and the ability to thrive in a fast-paced, dynamic environment.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pension sectors. We operate as an Employment Agency providing permanent job placement services.
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