Paraplanner

Recruiter
JohnstonGreer
Location
Carlisle
Posted
26 Mar 2019
Closes
06 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

£28,000 to £38,000 plus benefits

Paraplanner required by this regional IFA firm that provides Individual advice to HNW Private Clients working on a model based on ongoing client service. The firm delivers efficient service and high-quality advice to a wide range of clients across the full range of investments, tax and retirement planning.

As the Paraplanner you will be responsible for providing technical support including research, report writing, formulation of advice and liaison with the Product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients and the supervision of support staff.

Applicants will be experienced in IFA paraplanning and ideally have progress towards the industry Level 4 exams. Excellent benefits package over and above the basic salary.

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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