£26,000 to £34,000 plus benefits and exam support
Paraplanner required by this local and long-established wealth manager to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Client advice including retirement planning, investments and tax.
Working with a portfolio of clients your duties will focus on report writing, assisting with formulation of advice, preparation for and attendance at meetings, valuations, research and analysis.
The firm will soon be reaching Chartered status therefore you will be a well-qualified, practiced and skillful paraplanner. The firm offers a level of flexibility regarding working hours and holidays for other commitments.
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.