JohnstonGreer
Published
10/05/2022
Location
Edinburgh, United Kingdom
Job Type

Description

£27,000 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.

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 a supportive team environment which includes working in the city centre office.

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 Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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