£40,0000 to £48,000 plus benefits and exam support
Senior Technician required by this top-tier wealth management firm to provide paraplanning and client management support to Financial Planners/Directors. The firm operates across the full range of Private Client and some Business advice including retirement planning, investments, tax and protection.
Working with some of the wealthiest clients regarding highly complex advice your duties will include portfolio analysis, research work, formulation of advice, report writing and a high degree of client contact.
Applicants must be highly experienced Paraplanners with minimum Level 4 exams and ideally progress towards Level 6. This is a crucial hire for the business so a top-end salary plus benefits is on offer. You can be based anywhere and WFH forever.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to email@example.com.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.