Job Description
Paraplanner
£35,000 to £42,000 plus benefits and exam support
Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis.
Working with wealthier clients regarding complex advice your duties will include -
* portfolio analysis
* research work
* assisting with the formulation of advice
* report writing
* client contact
Applicants must be experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic environment.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.