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Senior Paraplanner

Senior Paraplanner

JohnstonGreer

Posted 14 hours ago, valid for 5 days

Perth, Perth and Kinross PH1 5AX, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A Paraplanner is needed by a prominent Wealth Management firm offering IFA advice to ultra-high-net-worth (uHNW) and high-net-worth (HNW) clients.
The salary for this position ranges from £40,000 to £48,000, plus benefits.
Candidates should have a minimum of Level 4 industry exams and a few years of experience in a similar technical role.
Key responsibilities include technical support, report writing, client communications, and compliance.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pension sectors, is handling this recruitment.

IFA Paraplanner

£40,000 to £48,000 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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