JohnstonGreer
Published
28/01/2020
Location
Leeds, United Kingdom
Job Type

Description

£32,000 to £40,000 plus benefits

Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning.

Paraplanning duties will include research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings and input to the advice process.

You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

If you are interested in this position, please call the office on 0131 292 0777 or click the apply button below or you can also email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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