Paraplanner

Paraplanner

£34,000 to £42,000 plus benefits and bonus

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.

Working in office based your role will focus on -

• technical support

• assist with compilation of advice

• report writing

• client communications

• some attendance at initial and review meetings

• compliance

• liaison with internal team You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this 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.