£38,000 to £46,000 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 of the wealthiest 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 minimum Level 4 exams and ideally progress towards Level 6. This is a crucial hire for the business so a top-end salary plus benefits is on offer. 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, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to email@example.com.
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.