Paraplanner

JohnstonGreer

Posted 5 days ago, valid for 20 days

Dundee, City of Dundee DD4 9FA

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A well-known regional wealth manager is seeking a Paraplanner with a salary range of £35,000 to £42,000 plus benefits and exam support.
The role involves providing paraplanning, technical, and client management support to a senior IFA.
Candidates should have experience in working with wealthier clients on complex advice, including portfolio analysis and report writing.
Applicants must be experienced and qualified Paraplanners with excellent communication skills and deep technical knowledge.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is handling this employment opportunity.

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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