Tag: Paraplanner

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Paraplanning & Technical
IFA Paraplanner – Edinburgh

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

Paraplanning & Technical
IFA Paraplanner – Solihull

£24,000 to £30,000 plus benefits.

My client is a professionally qualified award-winning Financial Planning firm and is seeking an experienced Paraplanner to join their technical team to provide timely and efficient administration support to the Financial Advisers within the company.

Your duties will include report writing (supporting the recommendations made), research, new business and illustrations. You will provide full support as and when needed to the Independent Financial Advisers when preparing for client meetings.

You will be an experienced Paraplanner within an IFA environment and have an understanding of Defined Benefit Scheme administration and Group risk administration. You will have worked with Synaptics and Analytics systems and demonstrate an 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.

Paraplanning & Technical
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.


Paraplanning & Technical
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.

Paraplanning & Technical
IFA Paraplanner – Edinburgh

£28,000 to £36,000 plus bonus and benefits

IFA Paraplanner required by this highly esteemed Professional Practice to work within the wealth management team. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include report writing, research, valuations,  platform work, database management, client reviews, and a high level of client contact including attendance at client meetings.

You will be an experienced Paraplanner within a Wealth Management environment and have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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.

Paraplanning & Technical
IFA Technical Assistant – Aberdeen

£28,000 to £32,000 plus benefits. 

IFA Technical Assitant required by this professionally qualified award-winning firm. Following ongoing expansion, they now require an experienced IFA Technical Assitant to join the regional office.

Technical Assistant duties will include report writing, research, financial and investment reviews and a high level of client contact including attendance at client meetings. You will also provide full support to the Independent Financial Advisors when required.

You will be an experienced Paraplanner within a wealth management environment with a minimum Level 4. 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.

The ideal candidate will have experience of working in a financial services support role with some exposure to the full range of financial planning across pensions and investments.

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.

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