Paraplanner – Edinburgh

£33,000 to £45,000 plus benefits and bonus

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.

Paraplanner – Edinburgh

£34,000 to £42,000 plus benefits

Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax 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 and input to the advice process.

You will be an experienced Paraplanner within a Wealth Management or IFA 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.

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.