JohnstonGreer
Published
07/05/2025
Location
Dunfermline, United Kingdom
Job Type

Description

Senior Paraplanner

£44,000 to £50,000 plus benefits

Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex.

Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for –

  • report writing (template and bespoke)
  • research
  • cultivating relationships with clients
  • acting as a main point of contact
  • input to the formulation of advice

You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the  office.

If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

 

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