Senior Paraplanner

Recruiter
JohnstonGreer Ltd
Location
Aberdeen
Posted
17 Jan 2019
Closes
23 Jan 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Senior Paraplanner £40,000 to £55,000 plus benefits and bonus​ We are currently representing a local Edinburgh Financial Planning firm who are seeking a Senior Paraplanner to join their team of Technical Administrators to provide support to the Office Manager and Managing Director. As a Paraplanner your duties will include Reviewing Investment portfolios, asset allocation, risk profile, capacity for loss and knowledge and experience whilst carrying out research. Attending client meetings and liaise with clients and their legal and tax advisers. Make changes to clients’ investments as instructed by the Financial Adviser. Technical calculations, producing recommendation and suitability reports. To be successful you will have a minimum 2 years’ experience operating as a Paraplanner/Technical Assistant. Ideally with Level 4 Diploma in Financial Planning. You will also have great knowledge of all aspects of Financial Services (products and taxation). Please call Rebecca Stewart on (0)131 292 0781. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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