IFA Paraplanner
£36,000 to £44,000 plus benefits and exam support
Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis.
Working with wealthier clients regarding complex advice your duties will include -
*portfolio analysis
*research work
*assisting with the formulation of advice
*report writing
*client contact
Applicants must be experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic 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.