£28,000 to £35,000 plus benefits and exam support
Paraplanner required by this long-established wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning, investments and tax.
As the Paraplanner you will be working with a portfolio of clients your duties will focus on report writing, assisting with formulation of advice, preparation for and attendance at meetings, valuations, research and analysis.
The firm employs Level 4 (or near) paraplanners therefore you will be a well-qualified, practiced and skillful in this specialist arena.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.