Paraplanner/Wealth Planner

JohnstonGreer Ltd
Glasgow, UK
05 Aug 2019
22 Aug 2019
Contract Type
Full Time
Paraplanner/Wealth Planner - Glasgow

£40,000 to £50,000 plus bonus and flexible benefits

Are you a Chartered Paraplanner looking for the next up in your career into a Wealth Planner role, providing holistic financial advice to Ultra High Net Worth clients?

You will be experienced in attending client meetings, involved in complexed report writing, cash flow modelling and conducting research for suitable advice to be provided.

Maybe you will be providing minimum financial advice currently to clients whilst conducting a paraplanning role.

Our client is an Investment Management firm that provides financial advice to Private Clients and corporate advice to high profile companies. The firm is very well established, and the client portfolio is run on a recurring income/fee basis so the new Advisor will be responsible for the servicing of this existing client bank.

You will deliver advice across the full spectrum of Financial Planning including Investments, IHT, Tax and Retirement, operating out of the local office meeting most clients during normal business hours. You will have full paraplanning and administration support.

This role has no validation, no targets as it is an advice led firm.

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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