JohnstonGreer
Published
27/09/2024
Location
Leeds, United Kingdom
Job Type

Description

Paraplanner

To £40,000 plus benefits and exam support

Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax.

Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include –

  • portfolio analysis
  • research work
  • assist with the formulation of advice
  • report writing
  • client contact

Applicants must be experienced Paraplanners with the Level 4 exams. You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors.

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 Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Apply
Drop files here browse files ...

Related Jobs

IFA Paraplanner - Dunfermline   Dunfermline, United Kingdom
14/11/2024
Senior Paraplanner - Stirling   Stirling, United Kingdom
11/11/2024
Paraplanner - Edinburgh   Edinburgh, United Kingdom
11/11/2024
IFA Paraplanner - Dundee   Dundee, United Kingdom
08/11/2024
IFA Paraplanner - Newcastle   Newcastle, United Kingdom
02/10/2024
Are you sure you want to delete this file?
/