Paraplanner/Compliance Officer

To £44,000 plus benefits

A respected and growing Wealth Management firm is seeking a Paraplanner to support Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business where you will also be responsible for administration of the compliance requirements.

Working as part of the adviser support team, your responsibilities will include:

• Managing client relationships
• Liaising with product providers
• Communications with regulator
• Report writing
• Preparing for client meetings including investment research.
• AML, KYC and data protection
• Monitoring and process management

The client is seeking an experienced Paraplanner with good exposure to these additional duties.

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 Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.