Paraplanner

£32,000 to £38,000 plus benefits and exam support

Paraplanner required by this regional financial advisor 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.

Working in office based your role will focus on –

• technical support
• assist with compilation of advice
• report writing
• client communications
• some attendance at initial and review meetings
• compliance
• liaison with internal team

You will be experienced in report writing within a wealth environment and currently working in a Paraplanner capacity. You will enjoy working in a supportive team environment and be Level 4 (or near) qualified.

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