Senior Paraplanner

£38,000 to £44,000 plus benefits and exam support

Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.

Working with some HNW clients regarding often complex advice your duties will include –

• portfolio analysis
• research work
• formulation of advice
• report writing
• high degree of client contact
• liaison with Financial Planner and Support staff

Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.

If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.

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