JohnstonGreer
Published
12/02/2024
Location
Dundee, United Kingdom
Job Type

Description

IFA Paraplanner

£28,000 to £34,000 plus benefits and exam support

Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.

Paraplanning duties will include –

  • report writing (template driven and bespoke)
  • working closely with the Financial Planner
  • liaising with other team members regarding research and valuations
  • fund and product research
  • compliance
  • database work
  • good level of client contact
  • utilisation of platforms and research tools

You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.

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 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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