£25,000 to £28,000 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.
Paraplanner duties will revolve around the report writing which will be template driven and bespoke though you will also work closely with the Financial Planner regarding the compilation of advice, whilst also liaising with other team members regarding research and valuations. There will be a high level of client contact.
You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity. You will enjoy working in a supportive team environment which includes full return to the city centre office in due course.
Please call Chris Johnston on (07860) 939 925 or email email@example.com.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.