£26,000 to £34,000 plus and benefits
Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Pensions and Protection, working with complex advice for HNW individuals.
The Paraplanner will provide support to the Financial Planners including research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings.
You will be an experienced paraplanner within a Financial Planning environment ideally with progress to Level 4. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice. The company offers an excellent salary plus benefits.
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.