Job Description
Paraplanner - Senior
£38,000 to £48,000 plus benefits and exam support
Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax.
Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include –
* portfolio analysis
* research work
* assist with the formulation of advice
* report writing
* client contact
Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors.
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.