£24,000 to £27,000 plus benefits
Paraplanner required by this regional IFA firm 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 an IFA Advisor Support or Paraplanner capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.
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 firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.