To £32,000 plus benefits and bonus
Paraplanner required by this regional wealth management firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.
Your duties will include provider liaison, client communications, valuations, research, report writing, platform work, database management and the preparation for and attendance at client meetings.
You will be experienced in Financial Planning and may have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.
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 email@example.com.
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.