IFA Paraplanner
other jobs JohnstonGreer
Added before 7 Days
- Scotland,Fife
- full-time
- £38,000 - £45,000 per annum
Job Description:
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.
£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.
Job number 1736182
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...