Trainee Paraplanner – Chester

£22,000 to £26,000 plus benefits

Trainee 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 have experience 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.

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.

Trainee Paraplanner – Cardiff

£18,000 to £24,000 plus benefits and exam support

IFA Administrator / Trainee Paraplanner required by this award winning national Financial Advice firm that provide advice to families and individuals across Investments, Retirement Planning, Tax, Estate Planning and Protection. The business continues to grow and now requires an IFA Administrator.

As the IFA Administrator you will be responsible for all new and existing business including application processing, compliance, valuations, database management and liaison with external Providers whilst providing full IFA Administration support directly to clients and the Financial Advisors within the company.

For those wishing to progress their careers further, there will also be the opportunity to progress into a technical support role with the potential to lead into a Paraplanning position.

Applicants must have IFA Administrator experience within a Financial Planning or Investment Management environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support.

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.