£32,000 to £38,000 plus benefits, bonus and exam support
Paraplanner 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 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 ideally with Level 4 exams or more, though those still progressing will be considered. You will be a technical expert across all financial planning with the desire to work in a city centre dynamic wealth manager.
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.