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Dunfermline, Fife
Senior Paraplanner

Senior Paraplanner

JohnstonGreer

Posted 16 hours ago, valid for 5 days

Dunfermline, Fife KY129BQ, Scotland

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

A prominent Wealth Management firm is seeking a Paraplanner with a salary range of £40,000 to £48,000 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 must have a minimum of Level 4 industry exams and a few years of experience in a similar technical role.
Organizational skills and a proactive mindset are essential for success in this environment.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is managing this hiring process.

IFA Paraplanner

£40,000 to £48,000 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 cashflow modelling.

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 minimum Level 4 industry exams and a few years experience in a similar technical role. 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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