IFA Paraplanner

JohnstonGreer

Posted 3 days ago, valid for 23 days

Kirkcaldy, Fife KY25DH, Scotland

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A Senior Paraplanner position is available at a prominent Wealth Management firm, offering a salary between £38,000 to £45,000 plus benefits.
The role involves providing technical support, assisting with advice compilation, report writing, research, client communications, compliance, and internal team liaison.
Candidates must have a minimum of Level 4 industry exams and a few years of experience in a similar technical role.
The ideal applicant will possess strong organizational skills and a proactive mindset to thrive in this environment.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is handling the recruitment process.

Senior 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 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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