£28,000 to £32,000 plus benefits and exam support
IFA Paraplanner required by this elite firm of financial advisors that provide creative solutions for business owners, executives and professionals specialising in Pensions, Investments, Tax planning, Wealth Preservation and Wealth Accumulation.
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.
To apply you will be experienced in paraplanning within a Wealth Management environment, and have progress towards the industry Level 4 exams. Applications are welcome from senior IFA sales support professionals with report and research experience looking to step up to the Paraplanner level.
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