Paraplanner

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.