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Callander, Stirling
IFA Paraplanner

IFA Paraplanner

JohnstonGreer

Posted 4 days ago, valid for 15 days

Callander, Stirling FK178HG, Scotland

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

An IFA Paraplanner is needed by a leading Wealth Management firm, offering a salary between £35,000 to £42,000 plus benefits.
The role involves providing technical support, assisting with advice compilation, report writing, research, client communications, compliance, and internal team liaison.
Candidates should have at least Level 4 industry exams or be nearing completion, along with relevant experience as a Paraplanner.
The position can be office-based or hybrid, catering to a range of Investment and Retirement planning, including complex IHT planning and DFM cases.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is facilitating this hiring process.

IFA Paraplanner

£35,000 to £42,000 plus benefits

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.

Working in office based or hybrid your role will focus on -

technical support
assist with compilation of advice
report writing
research
client communications
compliance
liaison with internal team

You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this 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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