Paraplanner

JohnstonGreer

Posted 3 days ago, valid for 15 days

Dunfermline, Fife KY129BQ, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A prominent Wealth Management firm is seeking an IFA Paraplanner with a salary range of £38,000 to £45,000 plus benefits.
The role involves providing technical support, assisting with advice compilation, report writing, research, client communications, compliance, and liaising with the internal team.
Candidates should possess Level 4 (or near) industry exams and have relevant experience as a Paraplanner.
This position can be office-based or hybrid and requires strong organizational skills and a proactive mindset.
JohnstonGreer, the recruitment agency handling this position, specializes in the Financial Services and Pension sectors.

IFA Paraplanner

£38,000 to £45,000 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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