Senior Paraplanner

JohnstonGreer

Posted 24 days ago, valid for 6 days

Dunfermline, Fife KY129BQ, Scotland

Full Time

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Sonic Summary

A Senior Paraplanner is needed by a regional wealth manager specializing in HNW Private Clients, offering a salary between £44,000 to £50,000 plus benefits.
The role involves comprehensive financial planning advice, including Retirement and Investments, with some responsibilities being highly specialist and complex.
Candidates should possess a high level of experience in paraplanning and will quickly take on responsibilities such as report writing, research, and client relationship management.
The ideal candidate will be a skilled, technical, and qualified Paraplanner, comfortable in a smaller team within a larger professional practice environment.
This position allows for hybrid or full-time office work, with JohnstonGreer acting as the recruitment agency specializing in the Pension and Financial Services sectors.

Senior Paraplanner

£44,000 to £50,000 plus benefits

Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex.

Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for -

report writing (template and bespoke)
research
cultivating relationships with clients
acting as a main point of contact
input to the formulation of advice

You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the office.

JohnstonGreer is a recruitment agency that specialises in the Pension and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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