Social network you want to login/join with:
Salary and Benefits
£32,000 to £38,000 plus benefits and exam support
Job Role
Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax, and Retirement Planning, focusing on technical report writing and research.
Paraplanning Duties
* Report writing (template driven and bespoke)
* Working closely with the Financial Planner
* Liaising with other team members regarding research and valuations
* Fund and product research
* Ensuring compliance
* Maintaining good client contact
* Utilising platforms and research tools
You should be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
#J-18808-Ljbffr