Paraplanner - Wealth Management

Expiring today

JohnstonGreer Ltd
Edinburgh, Midlothian
21 Jul 2017
20 Aug 2017
Contract Type
Full Time

Paraplanner - Wealth Management

£35,000 to £45,000 plus benefits, bonus and exam support

Paraplanner required by this national wealth management firm to provide support to an expert team of Independent Financial Advisors. You will work with the firm’s Private Clients across the full range of financial advice including Investments and Retirement Planning.

The Paraplanner duties will include research, report writing, valuations, reviews, platform work, database management and a high level of client contact including attendance at client meetings. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations.

To be successful in this role you will be experienced in paraplanning within a wealth management environment with progress towards the Level 4 industry exams. Applications are welcome from senior IFA sales support professionals with report and research experience with the ambition to progress into Paraplanning.

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.