GBP40,000 to GBP45,000 plus benefits and exam support
IFA Paraplanner required by this highly successful Wealth Management firm that provides financial solutions to high net worth individuals and businesses. This firm provides a wide range of advice across retirement planning, investments and protection and due to continued growth they now require an experienced Paraplanner to join the office.
Paraplanning duties will include reviews, researching funds, writing bespoke suitability reports and a high level of client contact including attendance at client meetings in order to assist the Financial Advisor with making suitable recommendations.
Applicants will be experienced in paraplanning within a Wealth Management environment, and have progress towards the industry Level 4 exams. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations. The company offers an excellent salary and additional benefits.
JohnstonGreer is a recruitment agency covering Scotland & N.Ireland that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services