Paraplanner - Wealth Management

JohnstonGreer Ltd
Colchester, Essex
13 Jul 2017
12 Aug 2017
Contract Type
Full Time

Paraplanner - Wealth Management

£35,000 to £40,000 plus benefits and exam support

Experienced Paraplanner required by this prestigious wealth management firm that offers first class advice to HNW clients and business owners. Due to continued growth and the acquisition of new clients they now require a Senior Paraplanner to join the team.

You will provide technical expertise to every element of the paraplanning process including research, bespoke report writing, fund analysis and reviews whilst assisting the Advisor with the compilation of advice. As the Senior Paraplanner you will also be responsible for identifying training needs and ensuring that that the team remains competent and compliant.

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 services.