Paraplanner

Paraplanner

£38,000 to £44,000 plus benefits

Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.

Operating as a Paraplanner you will provide support to the Financial Planners including -

• research and portfolio analysis
• report writing
• client reviews
• platform work
• client communications and acting as first point of contact

You will be an experienced paraplanner within a Financial Planning environment with progress to Level 4. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice.

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.