Paraplanner

Recruiter
JohnstonGreer Ltd
Location
Aberdeen, UK
Salary
Competitive
Posted
15 Oct 2019
Closes
24 Oct 2019
Ref
1258987698
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

£26,000 to £35,000 plus benefits and bonus

Paraplanner required by this highly successful Chartered Financial Advice firm who have close to 300 combined years' experience in the industry. They have numerous locations throughout Scotland and have been providing advice to clients at different stages of their lives across a wide range of Financial Planning areas including Pensions, Investments and Tax Planning.

As the Paraplanner, you will be supporting the Independent Financial Advisors who provide WOM advice to clients, where your responsibilities will include assisting in the compilation of advice and attending client meetings whilst also liaising with the team members to ensure work is completed accurately and on time. You will be experienced in research, suitability reports and cashflow modelling whilst liaising with Providers, Clients and Individuals daily.

Applicants must have Paraplanning experience supporting Financial Planners, preferably within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous.

Please call Sarah Heron on 0131 292 0779.

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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