£26,000 up to £36,000 plus benefits and exam support.
One of the UK’s most established Wealth Management firms is seeking an experienced Financial Services individual (Pensions, Investment, Mortgage or Protection) to join their team of Paraplanners who currently support a number of IFAs with a range of Financial Planning.
Your role as an IFA Paraplanner will include processing new and existing business, suitability reports, updating client database (IRESS/XPLAN and Intelligent Office) and provider platforms (Standard Life, Fidelity, Morningstar and CoFunds), prepare client reviews and meetings for Financial Advisers whilst being included in general office administration including answering the telephone, scanning and filing.
To be successful you must have experience within an IFA Administrator/Support role. You will have experience working with a range of Financial Planning products including Pensions, Investments, Mortgages and Protection. Ideally seeking an individual who is currently studying Level 4 Diploma in Financial Planning/Advice and seeking a role that will help provide full support. Exams supported by the company and a range of company benefits available.
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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.