£24,000 to £30,000 plus benefits
Paraplanner / Senior IFA Administrator required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.
The Paraplanner / Senior IFA Administrator duties will include provider liaison, client communications, valuations, research, template report writing, platform work, database management and the preparation for and attendance at client meetings.
You will be experienced in Financial Planning within an IFA environment, and will have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.