£32,000 to £40,000 plus benefits and exam support
IFA Technical Support required by this Chartered Wealth Manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional technical support professional to deal with paraplanning work.
Paraplanner duties will include a high level of client contact and communications including the preparation for and attendance at client meetings, and you will also deal with valuations, research, report writing and database management.
You will be experienced in paraplanning within a financial planning environment and will have progressed towards the industry Level 4 exams. Candidates will also demonstrate excellent knowledge of the advice arena and a keen awareness of current markets.
Please call Chris Johnston on (07860) 939 925 or email firstname.lastname@example.org.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.