IFA Paraplanner

£40,000 to £50,000 plus benefits

Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.

Operating as a Paraplanner you will provide support to the Financial Planners including –

• research and portfolio analysis
• report writing
• assisting with the advice process
• client reviews
• platform work
• client communications and acting as first point of contact
• cultivating client relationships

You will be an experienced paraplanner within a Financial Planning environment with at least Level 4 and probably above. You will have excellent communications skills, technical exposure and be experienced in assisting with the compilation of advice. This is a senior role within the team and the company offers an excellent salary plus benefits in line with that level.

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.