IFA Paraplanner

JohnstonGreer

Posted 6 days ago, valid for 20 days

Bo'ness, Falkirk EH51 0LL, Scotland

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

A Paraplanner is needed by a well-known regional wealth manager to support a senior IFA with paraplanning, technical, and client management tasks.
The salary for this position ranges from £36,000 to £44,000, in addition to benefits and exam support.
The role involves working with wealthier clients on complex advice, including portfolio analysis, research work, and report writing.
Applicants must have experience as qualified Paraplanners and possess strong communication skills and deep technical knowledge.
JohnstonGreer, the recruitment agency for this role, specializes in the Financial Services and Pension sectors.

IFA Paraplanner

£36,000 to £44,000 plus benefits and exam support

Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis.

Working with wealthier clients regarding complex advice your duties will include -

portfolio analysis
research work
assisting with the formulation of advice
report writing
client contact

Applicants must be experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic environment.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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