Senior Paraplanner

JohnstonGreer

Posted 9 days ago, valid for 17 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A Senior Paraplanner is needed by a wealth manager specializing in niche markets, offering a salary of £44,000 to £50,000 plus benefits.
The role involves working with Private Clients on various financial planning aspects, including Investments, Retirement, Cashflow Modelling, and Protection.
Key responsibilities include research, portfolio analysis, report writing, assisting with the advice process, and client communications.
Candidates should have at least Level 4 qualifications and experience as a paraplanner in a Financial Planning environment.
This position is senior within the team, requiring excellent communication skills and technical expertise in compiling financial advice.

Senior Paraplanner

£44,000 to £50,000 plus benefits

Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.

Operating as a Paraplanner you will provide support to the Financial Planners including -

research and portfolio analysis
report writing
assisting with the advice process
client reviews
platform work
client communications and acting as first point of contact
developing client relationships

You will be an experienced paraplanner within a Financial Planning environment with at least Level 4 and possibly above. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice. This is a senior role within the team and the company offers an excellent salary plus benefits in line with that level.

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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