To £38,000 plus benefits and exam support
Senior IFA Paraplanner required by this fee-based wealth management firm to provide paraplanning and client management support to the main Directors and Financial Planners. The firm operates across the full range of Private Client advice including retirement planning and investments with work conducted on a retained basis.
Working with wealthier 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. You will supervise and coach other members of the Paraplanning team.
Candidates will be highly experienced Paraplanners with minimum Level 4 exams and ideally progress towards Level 6. This is a crucial hire for the business so a top-end salary plus benefits is on offer.
If you are interested in this position, please call the office on 0131 292 0777 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.