Paraplanner

JohnstonGreer

Posted a day ago, valid for 22 days

Callander, Stirling FK178HG, Scotland

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A Paraplanner is required by a highly regarded practice in the wealth management sector, offering a salary between £34,000 to £40,000 plus benefits.
The role involves dealing with complex financial planning for high-net-worth private clients, including investments, tax, and retirement planning.
Key responsibilities include research, report writing, valuations, client reviews, platform work, and client communications, as well as attending client meetings.
Candidates should have experience as a Paraplanner in a Wealth Management or IFA environment and may be progressing towards Level 4 industry exams.
The company provides a competitive salary, a full range of benefits, and support for industry qualifications.

Paraplanner

£34,000 to £40,000 plus benefits

Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning.

Paraplanning duties will include -

research
report writing
valuations
client reviews
platform work
client communications
attendance at client meetings
input to the advice process

You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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.

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