JohnstonGreer
Published
22/02/2024
Location
Dundee, United Kingdom
Job Type

Description

Senior Paraplanner

To £44,000 plus benefits

Senior Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning.

Paraplanning duties will include –

  • research
  • report writing
  • valuations
  • client reviews
  • platform work
  • client communications
  • attendance at client meetings
  • input to the advice process

You will be an experienced Paraplanner within a Wealth Management or IFA environment, qualified to industry Level 4 or more. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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.

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