Paraplanner – Dundee

£23,000 to £28,000 plus benefits and bonus

Paraplanner required by this firm of wealth managers who have a growing presence across the UK and an outstanding reputation for their portfolio management proposition.

This role will involve providing a high level of support to the firm’s advisers and technical support team. This will include a range of administrative duties including new business processing, valuations. The successful applicant will also be responsible for conducting research and producing high quality reports.

You will be an experienced Paraplanner within a wealth management environment and have attained your Level 4 Diploma in Financial Planning. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.


Paraplanner – Glasgow

£28,000 to £38,000 plus benefits

My client is currently seeking a senior Paraplanner within their busy city office. They are one of the UK’s leading Independent Wealth Management firms and following continued expansion, they are now looking to expand their team by seeking an experienced Level 4 Paraplanner.

As a Senior Paraplanner, you will be responsible for providing support to the Financial Planning Managers, process new and existing business,  prepare client reviews, produce suitability reports and reviews and client meetings whilst providing guidance to junior members of the team.

Candidates will possess strong numeracy abilities, as well as excellent organisation and solid time management skills whilst having the ability to work independently under pressure. This role will suit a motivated, diligent and proactive team player with excellent interpersonal skills. You will also have attained CII Level 4 Level 4 Diploma in Regulated Financial Planning or equivalent.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Paraplanner – Aberdeen

£23,000 to £28,000 plus benefits and bonus

Paraplanner required by this firm of wealth managers who have a growing presence across the UK and an outstanding reputation for their portfolio management proposition.

This role will involve providing a high level of support to the firm’s advisers and technical support team. This will include a range of administrative duties including new business processing, valuations. The successful applicant will also be responsible for conducting research and producing high quality reports.

You will be an experienced Paraplanner within a wealth management environment. Attained Level 4 Diploma in Financial Planning, although the company does provide full funding and days off for exam study. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Senior Paraplanner – Birmingham

£40,000 to £45,000 plus benefits

JohnstonGreer are working with a widely known Financial Planning/Wealth Management firm who are seeking an experienced Paraplanner to join their team of technical administrators to provide full support to the Managing Director and Financial Advisers. 

As a Paraplanner your duties will include;

  • Reviewing Investment portfolios, asset allocation, risk profile, capacity for loss and knowledge and experience whilst carrying out research.
  • Prepare client annual reviews and attending meetings with advisers to take minutes.
  • Make changes to clients’ investments as instructed by the Financial Adviser.
  • Technical calculations, produce recommendation and suitability reports. 

To be successful you will have a minimum 3 years’ experience operating as a Paraplanner/Technical Assistant. Minimum Level 4 Diploma qualified ideally close to Chartered. You will also have great knowledge of all aspects of Financial Services (products and taxation).

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Paraplanner – Carlisle

£28,000 to £35,000 plus benefits and exam support

Senior Paraplanner required by my client who is a well-known local Financial Advisers firm who provide advice across the full range of financial planning including Investments, Mortgages, Tax and Retirement Planning.

As the Senior Paraplanner you will provide technical support to the Financial Advisers and Administrators which will include research, report writing, valuations, complex calculations, client reviews,platform work, database management, training new members of staff and checking work whilst also having a high level of client contact including attendance at client meetings.

To be successful you must currently be operating as a Paraplanner within a Financial Planning environment. Minimum Level 4 Diploma, ideally close to Chartered. The company offers an excellent salary, full benefits and a bonus depended on individual performance. You will also have the opportunity once joined to do further exam study. 

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Senior Administrator/Paraplanner – Peterhead

Competitive salary and excellent benefits package

My client who are an established Wealth Management firm is looking for a Senior Administrator/Paraplanner to join their team to provide technical support to their Administrators and senior Consultants in their Aberdeen office.

Your duties will include:

  • Review and maintain technical templates to ensure compliance with reporting requirements.
  • Provide support, technical knowledge/skills within the business.
  • Processing transfers from initial LOA request to completion (e.g. Retirement Plans and Investments)
  • Processing new business (e.g. Retirement Plans, ISA’s/Unit Trust, Bonds, Mortgage and Protection products).
  • Technical calculations, producing recommendation, research and suitability reports.

To be successful you will have a at least 2/3 year’s experience operating as a Paraplanner/Senior Technical Assistant. Minimum Level 4 Diploma (or working towards) in Financial Planning, ideally Chartered. You will also have great knowledge of all aspects of Financial Services.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.