IFA Paraplanner

JohnstonGreer

Posted 20 hours ago, valid for 4 days

Kirkcaldy, Fife KY25DH, Scotland

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

A Senior Paraplanner is needed by a prominent Wealth Management firm, offering a salary between £38,000 to £45,000 plus benefits.
The role involves providing technical support, report writing, research, and client communications for uHNW and HNW clients.
Candidates must have a minimum of Level 4 industry exams and a few years of experience in a similar technical role.
The position can be office-based or hybrid, requiring strong organizational skills and a proactive mindset.
JohnstonGreer, the recruitment agency handling this position, specializes in the Financial Services and Pension sectors.

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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