£28,000 to £38,000 plus benefits and bonus
Paraplanner required by this highly successful Chartered Financial Advice firm who have close to 300 combined years experience in the industry. They have numerous locations throughout Scotland and have been providing advice to clients at different stages of their lives across a wide range of Financial Planning areas including Pensions, Investments and Tax Planning.
As the Paraplanner, you will be supporting the Independent Financial Advisors who provide WOM advice to clients, where your responsibilities will include assisting in the compilation of advice and attending client meetings whilst also liaising with the team members to ensure work is completed accurately and on time. You will be experienced in research, suitability reports and cashflow modelling whilst liaising with Providers, Clients and Individuals daily.
Applicants must have Paraplanning experience supporting Financial Planners, preferably within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below or you can also email your details to email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.