Tag: Paraplanning

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Paraplanning & Technical
Paraplanner – Hull

Up to £35,000 plus benefits

Paraplanner required by this highly regarded national Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include 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 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
Paraplanner – Leeds

Up to £35,000 plus benefits

Paraplanner required by this highly regarded national Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include 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 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
Paraplanner – Chester

£25,000 to £35,000 plus benefits

Paraplanner required by this highly regarded Chartered Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include 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 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
Junior Paraplanner – Perth

£24,000 to £33,000 plus benefits, bonus and exam support

Experienced financial services individual required to join this highly successful IFA firm that provides advice to HNW Private Clients. The firm delivers high quality advice to a wide range of clients across the full range of investment and retirement planning.

You will initially be employed in a Senior IFA Administrator support capacity dealing with new business, report writing and servicing though will immediately receive training across technical support including asset analysis and research. In due course you will deal directly with clients and attend meetings.

Applicants will be experienced within the Financial Services industry, ideally working towards Level 4 industry qualifications with exposure to the Pension and Investment planning sectors within an administration or similar role and already have knowledge in report writing.

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

£26,000 to £34,000 plus benefits and exam support

Paraplanner required by this fee-based wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with all work conducted on a retained and/or recurring basis.

Working with some of the wealthiest clients regarding highly complex advice your duties will include portfolio analysis, research work, assisting with the formulation of advice, report writing and client contact.

Applicants must be highly experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic 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 – Kendal

£26,000 to £34,000 plus benefits and exam support

Paraplanner required by this fee-based wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with all work conducted on a retained and/or recurring basis.

Working with some of the wealthiest clients regarding highly complex advice your duties will include portfolio analysis, research work, assisting with the formulation of advice, report writing and client contact.

Applicants must be highly experienced and qualified Paraplanners and you will demonstrate excellent communication skills, deep technical knowledge and the right aptitude to work in a fast moving and dynamic 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.

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