£28,000 to £36,000 plus benefits
Paraplanner required by this regional Financial Planner that provides Individual advice to Private Clients working on a model based on ongoing client service. The firm delivers excellent service and high-quality advice to a wide range of clients and families, many of whom have been clients for decades.
As the Paraplanner you will be responsible for providing technical paraplanning support including research, report writing, formulation of advice and liaison with the Product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients, whilst working in tandem with other team members.
Applicants will be experienced in paraplanning and ideally have progress towards the industry Level 4 exams. You will be a Paraplanner that enjoys working closely with the client portfolio whilst adding value to the advice proposition.
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 firstname.lastname@example.org.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.