Paraplanner

JohnstonGreer

Posted 2 days ago, valid for 16 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A prominent Wealth Management firm is seeking a Paraplanner with a salary range of £39,000 to £46,000 plus benefits.
The role involves providing technical support, assisting in advice compilation, report writing, research, client communications, compliance, and internal team liaison.
Candidates should have experience as a Paraplanner and possess Level 4 (or near) industry qualifications.
The position can be office-based or hybrid, requiring strong organizational skills and a proactive mindset.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is handling the recruitment process.

IFA Paraplanner

£39,000 to £46,000 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.

Apply now in a few quick clicks

Paraplanner

Administrator/Trainee Paraplanner

Assistant Paraplanner

Paraplanner Manager