Paraplanner – London

£33,000 to £45,000 plus benefits

Paraplanner required by this national IFA firm that provides Individual advice to HNW Private Clients working on a model based on ongoing client service. The firm delivers efficient service and high-quality advice to a wide range of clients across the full range of investments, tax and retirement planning.

As the Paraplanner you will be responsible for providing technical support including research, report writing, formulation of advice and liaison with the Product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients and the supervision of support staff.

Applicants will be experienced in IFA paraplanning and ideally have progressed towards the industry Level 4 exams. Excellent benefits package over and above the basic salary.

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.

Independent Financial Advisor – Belfast

£42,000 to £52,000 plus bonus and benefits (OTE £65,000 plus)

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis as part of the Private Client team and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. 

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

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 – Belfast

£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.

Paraplanner – Aberdeen

To £45,000 plus benefits, bonus 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.

Financial Planner – Glasgow

£60,000 to £75,000 plus bonus and benefits

Financial Advisor required by this top-end wealth management practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW business conducted on a fee basis.

Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, Tax and IHT Planning, Retirement Planning and Family Protection working with an affluent and niche client portfolio.

You will be a well-qualified Financial Planner (Chartered or very near) with several years’ experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior level.

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.

Wealth Management Administrator – Edinburgh

Up to £22,000 plus benefits

Wealth Management Administrator required by this highly successful firm of Wealth Managers that provide advice to HNW Private Clients across Investments, Retirement Planning, Tax and Wealth Planning. The business continues to grow and is a leading brand within the Private Wealth arena and is now seeking an experienced Financial Service individual.

As a Wealth Management Administrator, you will be responsible for the preparation of clients documents (reports and Investment information) ahead of client meetings with Wealth Managers/Paraplanners, undertake office duties such as filing, post, stock and order systems, liaise with Providers, support all new and existing business relationships whilst maintaining client database.

To be successful you must have adviser support experience within a Financial Planning, Wealth Management or Investment environment plus excellent administration and communication skills. Ideally looking for a high degree of numeracy skills (University level). The firm offers a full range of benefits which includes pension.

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.