JohnstonGreer
Published
23/12/2021
Location
Leeds, United Kingdom
Job Type

Description

£30,000 to £35,000 plus benefits and bonus

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to ultra HNW clients, operating across a wide range of Investment and Retirement planning including some highly complex cases involving IHT planning and DFM.

Working in a corporate environment your role will be entirely focused on the provision of technical support, the compilation of advice and report writing. You will work in tandem with a Financial Planners including a high level of client contact which includes attendance at initial and review meetings.

You will be an experienced Paraplanner with the Level 4 (or near) industry exams and you will demonstrate the organisational skills and proactive mindset required to flourish in this fast-moving  and contemporary environment.

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 info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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