£27,000 to £32,000 plus benefits and bonus
Paraplanner required by this local IFA firm that provides individual advice to HNW Private Clients. The firm delivers efficient service and high-quality advice to a wide range of clients across the full range of investments, tax and retirement planning.
As the Paraplanner you will be responsible for providing technical support including research, report writing, formulation of advice and liaison with the product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients and the supervision of support staff.
Applicants must have Paraplanning experience supporting Financial Planners and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications would be advantageous.
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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.