Paraplanner

JohnstonGreer

Posted a day ago, valid for 23 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 well-known regional wealth manager to support a senior IFA with paraplanning, technical, and client management tasks.
The salary for this position ranges from £35,000 to £42,000, plus benefits and exam support.
Candidates should have experience as qualified Paraplanners and possess excellent communication skills and deep technical knowledge.
The role involves working with wealthier clients on complex advice, including portfolio analysis, research, and report writing.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is handling the recruitment for this permanent position.

Paraplanner

£35,000 to £42,000 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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