£30,000 to £35,000 plus benefits
JohnstonGreer are representing a regional Independent Financial Advice firm who are looking to recruit a Paraplanner in their Gloucestershire office.
The firm offers a wide range of Individual and Corporate Advice and pride themselves on offering an adaptable and customer focused approach. The business is very forward thinking in how they operate and are now looking to recruit a Paraplanner to add to the existing team providing technical support to the Financial Advisers.
As the Paraplanner, you will work with clients across the full spectrum of financial advice including Retirement Planning, Investments, Tax Planning and Protection, with a specific focus on the technical report writing and research.
You will work closely with the Financial Planners regarding the compilation of advice whilst liaising with other team members regarding research and valuations. Duties will also include cashflow modelling and attending client meetings.
Successful candidates will ideally have a minimum of 2 years’ Paraplanning experience, operating within an IFA environment or similar. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.
If you are interested in this position, please call Sarah Heron on 07741 257 579 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.