£34,0000 to £38,000 plus benefits, bonus, parking and exam support
Senior Wealth Analyst required by this top-tier wealth management firm to provide paraplanning and client management support to the team of 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 with minimum Level 4 exams and focused on pushing onwards to Level 6. This is a crucial hire for the business so a top-end salary plus benefits is on offer.
Please call Chris Johnston on 07860 939 925 or email firstname.lastname@example.org.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.